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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 | $117,904 | $167,352-29.5% | $143,788-18.0% | $134,509-12.3% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -20.15% | 0.47%-20.6pp | -0.03%-20.1pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,430 | $5,620-74.5% | $4,952-71.1% | $4,741-69.8% |
| Participant deferral / active EE | $4,358 | $6,447-32.4% | $5,638-22.7% | $6,400-31.9% |
| Admin fee / account holder | $1,158 | $18,091-93.6% | $14,675-92.1% | $11,427-89.9% |