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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 | $20,269 | $93,117-78.2% | $77,096-73.7% | $134,532-84.9% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -38.11% | 62.67%-100.8pp | 42.35%-80.5pp | 418.27%-456.4pp |
| Employer contribution / active EE | $3,492 | $3,420+2.1% | $2,814+24.1% | $4,741-26.3% |
| Participant deferral / active EE | $6,042 | $5,241+15.3% | $4,429+36.4% | $6,401-5.6% |
| Admin fee / account holder | $490 | $6,948-92.9% | $5,428-91.0% | $11,429-95.7% |