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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 | $53,371 | $82,324-35.2% | $68,803-22.4% | $134,545-60.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -26.38% | -2.17%-24.2pp | -6.37%-20.0pp | 418.37%-444.8pp |
| Employer contribution / active EE | $1,675 | $3,302-49.3% | $2,656-36.9% | $4,742-64.7% |
| Participant deferral / active EE | $4,361 | $4,740-8.0% | $3,942+10.6% | $6,401-31.9% |
| Admin fee / account holder | $884 | $6,485-86.4% | $4,936-82.1% | $11,431-92.3% |