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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 | $60,965 | $56,200+8.5% | $67,653-9.9% | $59,633+2.2% |
| Participation rate | 59.7% | 71.5%-11.7pp | 75.7%-15.9pp | 68.7%-8.9pp |
| Annual return | -4.34% | 18506.71%-18511.0pp | 6625.22%-6629.6pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $2,390 | $1,615+48.0% | $2,266+5.5% | $2,203+8.5% |
| Participant deferral / active EE | $4,303 | $2,843+51.3% | $3,560+20.9% | $3,192+34.8% |
| Admin fee / account holder | $1,964 | $3,959-50.4% | $4,821-59.3% | $4,297-54.3% |