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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 | $61,449 | $44,850+37.0% | $60,547+1.5% | $59,633+3.0% |
| Participation rate | 59.0% | 59.5%-0.5pp | 68.0%-8.9pp | 68.7%-9.7pp |
| Annual return | -4.99% | 1074.14%-1079.1pp | 335.64%-340.6pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $885 | $1,462-39.5% | $2,419-63.4% | $2,203-59.8% |
| Participant deferral / active EE | $3,981 | $2,230+78.5% | $3,328+19.6% | $3,192+24.7% |
| Admin fee / account holder | $561 | $3,635-84.6% | $4,536-87.6% | $4,297-86.9% |