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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 | $125,322 | $167,353-25.1% | $143,797-12.8% | $134,545-6.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.84% | 0.48%-28.3pp | -0.04%-27.8pp | 418.37%-446.2pp |
| Employer contribution / active EE | $1,365 | $5,620-75.7% | $4,952-72.4% | $4,742-71.2% |
| Participant deferral / active EE | $3,419 | $6,447-47.0% | $5,638-39.4% | $6,401-46.6% |
| Admin fee / account holder | $21,242 | $18,096+17.4% | $14,679+44.7% | $11,431+85.8% |