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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 | $50,332 | $82,674-39.1% | $125,363-59.9% | $68,495-26.5% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -20.61% | -5.97%-14.6pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,499 | $3,382-26.1% | $4,815-48.1% | $2,596-3.8% |
| Participant deferral / active EE | $6,299 | $6,111+3.1% | $7,447-15.4% | $4,028+56.4% |
| Admin fee / account holder | $844 | $6,276-86.5% | $10,005-91.6% | $5,403-84.4% |