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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 | $23,143 | $56,197-58.8% | $67,652-65.8% | $59,633-61.2% |
| Participation rate | 69.1% | 71.5%-2.4pp | 75.7%-6.6pp | 68.7%+0.4pp |
| Annual return | -6.74% | 18508.10%-18514.8pp | 6625.40%-6632.1pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $1,662 | $1,615+2.9% | $2,266-26.6% | $2,203-24.5% |
| Participant deferral / active EE | $2,894 | $2,844+1.8% | $3,560-18.7% | $3,192-9.3% |
| Admin fee / account holder | $1,806 | $3,958-54.4% | $4,821-62.5% | $4,297-58.0% |