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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 | $73,544 | $124,336-40.9% | $111,303-33.9% | $167,518-56.1% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | -0.98% | 37.45%-38.4pp | 54.66%-55.6pp | 478.71%-479.7pp |
| Employer contribution / active EE | $1,290 | $3,436-62.5% | $2,731-52.8% | $4,838-73.3% |
| Participant deferral / active EE | $5,169 | $5,181-0.2% | $4,487+15.2% | $6,342-18.5% |
| Admin fee / account holder | $669 | $10,623-93.7% | $7,966-91.6% | $12,312-94.6% |