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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 | $20,444 | $93,098-78.0% | $77,081-73.5% | $134,509-84.8% |
| Participation rate | 47.6% | 74.5%-26.9pp | 67.9%-20.3pp | 81.2%-33.6pp |
| Annual return | -42.49% | 62.63%-105.1pp | 42.33%-84.8pp | 418.13%-460.6pp |
| Employer contribution / active EE | $1,967 | $3,419-42.5% | $2,813-30.1% | $4,741-58.5% |
| Participant deferral / active EE | $5,344 | $5,239+2.0% | $4,428+20.7% | $6,400-16.5% |
| Admin fee / account holder | $1,938 | $6,945-72.1% | $5,427-64.3% | $11,427-83.0% |