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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 | $47,203 | $95,975-50.8% | $74,549-36.7% | $135,379-65.1% |
| Participation rate | 52.9% | 75.7%-22.7pp | 69.1%-16.2pp | 82.6%-29.7pp |
| Annual return | -12.46% | 56.96%-69.4pp | 32.53%-45.0pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,891 | $2,716-30.4% | $1,961-3.6% | $4,779-60.4% |
| Participant deferral / active EE | $3,655 | $3,844-4.9% | $3,108+17.6% | $5,609-34.8% |
| Admin fee / account holder | $1,887 | $6,522-71.1% | $5,059-62.7% | $10,828-82.6% |