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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 | $58,082 | $100,805-42.4% | $86,698-33.0% | $134,532-56.8% |
| Participation rate | 39.1% | 79.0%-39.8pp | 76.6%-37.5pp | 81.2%-42.1pp |
| Annual return | -25.52% | 29.09%-54.6pp | 35.95%-61.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $2,185 | $3,490-37.4% | $2,837-23.0% | $4,741-53.9% |
| Participant deferral / active EE | $4,081 | $5,339-23.6% | $4,656-12.4% | $6,401-36.2% |
| Admin fee / account holder | $3,717 | $10,925-66.0% | $7,493-50.4% | $11,429-67.5% |