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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 | $75,939 | $167,353-54.6% | $143,797-47.2% | $134,545-43.6% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -34.17% | 0.48%-34.6pp | -0.04%-34.1pp | 418.37%-452.5pp |
| Employer contribution / active EE | $2,681 | $5,620-52.3% | $4,952-45.9% | $4,742-43.5% |
| Participant deferral / active EE | $5,310 | $6,447-17.6% | $5,638-5.8% | $6,401-17.1% |
| Admin fee / account holder | $2,619 | $18,096-85.5% | $14,679-82.2% | $11,431-77.1% |