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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 | $64,189 | $167,352-61.6% | $143,788-55.4% | $134,509-52.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.59% | 0.47%-24.1pp | -0.03%-23.6pp | 418.13%-441.7pp |
| Employer contribution / active EE | $2,255 | $5,620-59.9% | $4,952-54.5% | $4,741-52.4% |
| Participant deferral / active EE | $8,342 | $6,447+29.4% | $5,638+48.0% | $6,400+30.3% |
| Admin fee / account holder | $440 | $18,091-97.6% | $14,675-97.0% | $11,427-96.1% |