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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 | $49,592 | $56,199-11.8% | $67,652-26.7% | $59,632-16.8% |
| Participation rate | 65.6% | 71.5%-5.8pp | 75.7%-10.0pp | 68.7%-3.0pp |
| Annual return | -3.12% | 18505.31%-18508.4pp | 6625.04%-6628.2pp | 2041.32%-2044.4pp |
| Employer contribution / active EE | $2,454 | $1,614+52.0% | $2,266+8.3% | $2,203+11.4% |
| Participant deferral / active EE | $6,866 | $2,844+141.4% | $3,560+92.9% | $3,192+115.1% |
| Admin fee / account holder | $561 | $3,958-85.8% | $4,821-88.4% | $4,297-86.9% |