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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 | $63,059 | $82,674-23.7% | $125,381-49.7% | $68,486-7.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -22.25% | -5.97%-16.3pp | 572.31%-594.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $4,762 | $3,382+40.8% | $4,815-1.1% | $2,597+83.4% |
| Participant deferral / active EE | $8,128 | $6,111+33.0% | $7,448+9.1% | $4,028+101.8% |
| Admin fee / account holder | $1,832 | $6,277-70.8% | $10,007-81.7% | $5,404-66.1% |