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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 | $48,762 | $138,076-64.7% | $123,553-60.5% | $135,380-64.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -9.44% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,411 | $5,152-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $5,615 | $6,800-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $3,325 | $10,917-69.5% | $9,284-64.2% | $10,828-69.3% |