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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,152 | $135,956-10.2% | $123,894-1.4% | $273,972-55.4% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | -1.75% | 56.63%-58.4pp | 47.52%-49.3pp | 41.46%-43.2pp |
| Employer contribution / active EE | $1,932 | $5,170-62.6% | $4,617-58.1% | $4,869-60.3% |
| Participant deferral / active EE | $3,333 | $6,343-47.4% | $5,984-44.3% | $5,287-37.0% |
| Admin fee / account holder | $501 | $9,817-94.9% | $8,357-94.0% | $10,133-95.1% |