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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 | $87,364 | $142,392-38.6% | $119,622-27.0% | $134,532-35.1% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -24.30% | -12.46%-11.8pp | -14.98%-9.3pp | 418.27%-442.6pp |
| Employer contribution / active EE | $2,040 | $5,224-60.9% | $4,232-51.8% | $4,741-57.0% |
| Participant deferral / active EE | $7,338 | $6,467+13.5% | $5,601+31.0% | $6,401+14.6% |
| Admin fee / account holder | $6,491 | $13,593-52.2% | $10,328-37.1% | $11,429-43.2% |