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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 | $40,884 | $134,001-69.5% | $112,258-63.6% | $134,509-69.6% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -24.15% | 47.15%-71.3pp | 27.47%-51.6pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,874 | $4,039-53.6% | $3,636-48.5% | $4,741-60.5% |
| Participant deferral / active EE | $6,376 | $5,291+20.5% | $4,728+34.8% | $6,400-0.4% |
| Admin fee / account holder | $3,384 | $7,491-54.8% | $6,411-47.2% | $11,427-70.4% |