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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 | $63,197 | $57,352+10.2% | $83,831-24.6% | $64,173-1.5% |
| Participation rate | 53.1% | 68.6%-15.5pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -18.11% | 11.38%-29.5pp | 850.99%-869.1pp | 7.63%-25.7pp |
| Employer contribution / active EE | $1,174 | $2,546-53.9% | $3,631-67.7% | $2,381-50.7% |
| Participant deferral / active EE | $3,836 | $2,993+28.2% | $4,082-6.0% | $3,470+10.6% |
| Admin fee / account holder | $6,999 | $4,046+73.0% | $5,479+27.8% | $4,887+43.2% |