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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 | $36,363 | $142,392-74.5% | $119,622-69.6% | $134,532-73.0% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -21.91% | -12.46%-9.5pp | -14.98%-6.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $3,073 | $5,224-41.2% | $4,232-27.4% | $4,741-35.2% |
| Participant deferral / active EE | $6,490 | $6,467+0.4% | $5,601+15.9% | $6,401+1.4% |
| Admin fee / account holder | $3,380 | $13,593-75.1% | $10,328-67.3% | $11,429-70.4% |