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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 | $54,538 | $129,960-58.0% | $104,299-47.7% | $134,545-59.5% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.2pp | 81.2%-20.1pp |
| Annual return | -20.80% | 42.06%-62.9pp | 24.62%-45.4pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,129 | $4,186-49.1% | $3,373-36.9% | $4,742-55.1% |
| Participant deferral / active EE | $5,144 | $5,589-8.0% | $4,626+11.2% | $6,401-19.6% |
| Admin fee / account holder | $756 | $9,324-91.9% | $7,339-89.7% | $11,431-93.4% |