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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 | $56,772 | $133,998-57.6% | $112,263-49.4% | $134,545-57.8% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -21.17% | 47.17%-68.3pp | 27.49%-48.7pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,089 | $4,040-48.3% | $3,636-42.6% | $4,742-55.9% |
| Participant deferral / active EE | $6,216 | $5,292+17.5% | $4,729+31.4% | $6,401-2.9% |
| Admin fee / account holder | $772 | $7,493-89.7% | $6,410-88.0% | $11,431-93.3% |