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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 | $65,711 | $82,288-20.1% | $68,794-4.5% | $134,509-51.1% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -24.91% | -2.19%-22.7pp | -6.37%-18.5pp | 418.13%-443.0pp |
| Employer contribution / active EE | $2,278 | $3,301-31.0% | $2,656-14.2% | $4,741-51.9% |
| Participant deferral / active EE | $4,356 | $4,738-8.1% | $3,941+10.5% | $6,400-31.9% |
| Admin fee / account holder | $3,037 | $6,482-53.1% | $4,934-38.5% | $11,427-73.4% |