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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 | $48,755 | $167,353-70.9% | $143,797-66.1% | $134,545-63.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.65% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $2,155 | $5,620-61.7% | $4,952-56.5% | $4,742-54.5% |
| Participant deferral / active EE | $8,119 | $6,447+25.9% | $5,638+44.0% | $6,401+26.8% |
| Admin fee / account holder | $1,018 | $18,096-94.4% | $14,679-93.1% | $11,431-91.1% |