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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 | $11,517 | $54,355-78.8% | $82,744-86.1% | $68,486-83.2% |
| Participation rate | 62.3% | 63.9%-1.6pp | 72.6%-10.3pp | 67.9%-5.6pp |
| Annual return | -36.40% | -13.67%-22.7pp | 702.22%-738.6pp | -7.85%-28.5pp |
| Employer contribution / active EE | $2,434 | $2,219+9.7% | $3,008-19.1% | $2,597-6.3% |
| Participant deferral / active EE | $5,417 | $3,246+66.9% | $4,395+23.3% | $4,028+34.5% |
| Admin fee / account holder | $2,029 | $4,397-53.9% | $5,325-61.9% | $5,404-62.5% |