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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 | $48,493 | $142,409-65.9% | $119,634-59.5% | $134,545-64.0% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.3%-14.6pp | 81.2%-16.5pp |
| Annual return | -36.96% | -12.46%-24.5pp | -14.98%-22.0pp | 418.37%-455.3pp |
| Employer contribution / active EE | $1,207 | $5,224-76.9% | $4,232-71.5% | $4,742-74.6% |
| Participant deferral / active EE | $4,034 | $6,468-37.6% | $5,601-28.0% | $6,401-37.0% |
| Admin fee / account holder | $1,606 | $13,594-88.2% | $10,329-84.4% | $11,431-85.9% |