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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 | $60,753 | $110,379-45.0% | $102,412-40.7% | $145,884-58.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | -14.50% | 24.84%-39.3pp | 24.94%-39.4pp | 551.85%-566.4pp |
| Employer contribution / active EE | $2,160 | $4,216-48.8% | $3,870-44.2% | $4,662-53.7% |
| Participant deferral / active EE | $2,160 | $5,622-61.6% | $5,060-57.3% | $6,690-67.7% |
| Admin fee / account holder | $11,329 | $9,745+16.3% | $8,388+35.1% | $13,392-15.4% |