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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 | $26,766 | $142,361-81.2% | $119,608-77.6% | $134,509-80.1% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -22.01% | -12.46%-9.5pp | -14.98%-7.0pp | 418.13%-440.1pp |
| Employer contribution / active EE | $2,026 | $5,224-61.2% | $4,232-52.1% | $4,741-57.3% |
| Participant deferral / active EE | $6,162 | $6,468-4.7% | $5,601+10.0% | $6,400-3.7% |
| Admin fee / account holder | $5,056 | $13,588-62.8% | $10,326-51.0% | $11,427-55.8% |