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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 | $55,362 | $82,674-33.0% | $125,363-55.8% | $68,495-19.2% |
| Participation rate | 68.8% | 75.0%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -19.54% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,829 | $3,382-16.3% | $4,815-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $7,190 | $6,111+17.7% | $7,447-3.5% | $4,028+78.5% |
| Admin fee / account holder | $2,437 | $6,276-61.2% | $10,005-75.6% | $5,403-54.9% |