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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 | $69,342 | $110,379-37.2% | $102,412-32.3% | $145,884-52.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | -1.18% | 24.84%-26.0pp | 24.94%-26.1pp | 551.85%-553.0pp |
| Employer contribution / active EE | $2,829 | $4,216-32.9% | $3,870-26.9% | $4,662-39.3% |
| Participant deferral / active EE | $2,989 | $5,622-46.8% | $5,060-40.9% | $6,690-55.3% |
| Admin fee / account holder | $9,816 | $9,745+0.7% | $8,388+17.0% | $13,392-26.7% |