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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 | $91,452 | $162,821-43.8% | $133,978-31.7% | $158,982-42.5% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | -23.78% | 41.95%-65.7pp | 45.10%-68.9pp | 302.99%-326.8pp |
| Employer contribution / active EE | $1,562 | $4,976-68.6% | $3,919-60.1% | $4,763-67.2% |
| Participant deferral / active EE | $3,217 | $5,910-45.6% | $5,047-36.3% | $5,983-46.2% |
| Admin fee / account holder | $792 | $11,742-93.3% | $8,930-91.1% | $11,252-93.0% |