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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 | $92,456 | $142,392-35.1% | $119,622-22.7% | $134,532-31.3% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -24.83% | -12.46%-12.4pp | -14.98%-9.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,247 | $5,224-57.0% | $4,232-46.9% | $4,741-52.6% |
| Participant deferral / active EE | $6,164 | $6,467-4.7% | $5,601+10.1% | $6,401-3.7% |
| Admin fee / account holder | $3,658 | $13,593-73.1% | $10,328-64.6% | $11,429-68.0% |