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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 | $27,509 | $57,352-52.0% | $83,831-67.2% | $64,173-57.1% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | -10.52% | 11.38%-21.9pp | 850.99%-861.5pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,889 | $2,546+13.5% | $3,631-20.4% | $2,381+21.4% |
| Participant deferral / active EE | $3,569 | $2,993+19.2% | $4,082-12.6% | $3,470+2.9% |
| Admin fee / account holder | $4,574 | $4,046+13.0% | $5,479-16.5% | $4,887-6.4% |