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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 | $47,081 | $57,350-17.9% | $83,850-43.9% | $64,181-26.6% |
| Participation rate | 69.1% | 68.6%+0.5pp | 76.1%-7.1pp | 69.6%-0.5pp |
| Annual return | -11.69% | 11.38%-23.1pp | 850.92%-862.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,944 | $2,545-23.6% | $3,631-46.5% | $2,381-18.4% |
| Participant deferral / active EE | $4,016 | $2,993+34.2% | $4,082-1.6% | $3,470+15.7% |
| Admin fee / account holder | $973 | $4,046-76.0% | $5,478-82.2% | $4,887-80.1% |