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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 | $73,737 | $95,867-23.1% | $79,551-7.3% | $134,493-45.2% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -23.16% | -2.73%-20.4pp | 0.14%-23.3pp | 418.01%-441.2pp |
| Employer contribution / active EE | $3,068 | $3,128-1.9% | $2,413+27.1% | $4,740-35.3% |
| Participant deferral / active EE | $6,135 | $4,692+30.8% | $3,985+54.0% | $6,400-4.1% |
| Admin fee / account holder | $2,857 | $9,127-68.7% | $6,833-58.2% | $11,425-75.0% |