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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 | $75,252 | $72,404+3.9% | $110,243-31.7% | $64,173+17.3% |
| Participation rate | 20.8% | 73.3%-52.6pp | 79.8%-59.1pp | 69.6%-48.8pp |
| Annual return | -8.13% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $544 | $2,282-76.2% | $3,827-85.8% | $2,381-77.2% |
| Participant deferral / active EE | $1,617 | $3,469-53.4% | $4,672-65.4% | $3,470-53.4% |
| Admin fee / account holder | $12,538 | $5,664+121.3% | $8,548+46.7% | $4,887+156.5% |