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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 | $60,825 | $49,451+23.0% | $79,580-23.6% | $66,938-9.1% |
| Participation rate | 36.6% | 61.3%-24.7pp | 69.5%-32.9pp | 69.8%-33.2pp |
| Annual return | -18.73% | 84.25%-103.0pp | 0.15%-18.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,557 | $1,266+23.0% | $2,413-35.5% | $2,545-38.8% |
| Participant deferral / active EE | $3,709 | $3,159+17.4% | $3,985-6.9% | $4,238-12.5% |
| Admin fee / account holder | $4,324 | $595+627.2% | $6,835-36.7% | $594+628.5% |