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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 | $112,115 | $167,504-33.1% | $151,628-26.1% | $134,509-16.6% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -23.05% | 7.81%-30.9pp | 3.34%-26.4pp | 418.13%-441.2pp |
| Employer contribution / active EE | $4,067 | $6,828-40.4% | $6,165-34.0% | $4,741-14.2% |
| Participant deferral / active EE | $6,833 | $8,985-23.9% | $8,363-18.3% | $6,400+6.8% |
| Admin fee / account holder | $519 | $13,779-96.2% | $11,613-95.5% | $11,427-95.5% |