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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 | $62,681 | $91,911-31.8% | $68,612-8.6% | $135,379-53.7% |
| Participation rate | 20.0% | 76.7%-56.7pp | 72.2%-52.2pp | 82.6%-62.6pp |
| Annual return | -15.43% | -8.22%-7.2pp | -4.63%-10.8pp | 519.79%-535.2pp |
| Employer contribution / active EE | $1,308 | $3,924-66.7% | $2,625-50.2% | $4,779-72.6% |
| Participant deferral / active EE | $4,988 | $4,315+15.6% | $3,311+50.6% | $5,609-11.1% |
| Admin fee / account holder | $1,396 | $9,240-84.9% | $5,131-72.8% | $10,828-87.1% |