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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 | $53,592 | $78,694-31.9% | $67,652-20.8% | $125,389-57.3% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -5.43% | 9.46%-14.9pp | 6625.40%-6630.8pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,712 | $3,044-43.7% | $2,266-24.4% | $4,866-64.8% |
| Participant deferral / active EE | $2,682 | $4,292-37.5% | $3,560-24.7% | $5,352-49.9% |
| Admin fee / account holder | $2,454 | $7,403-66.9% | $4,821-49.1% | $9,541-74.3% |