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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 | $11,330 | $82,324-86.2% | $68,803-83.5% | $134,545-91.6% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.1pp |
| Annual return | -25.41% | -2.17%-23.2pp | -6.37%-19.0pp | 418.37%-443.8pp |
| Employer contribution / active EE | $5,419 | $3,302+64.1% | $2,656+104.0% | $4,742+14.3% |
| Participant deferral / active EE | $4,113 | $4,740-13.2% | $3,942+4.4% | $6,401-35.7% |
| Admin fee / account holder | $1,160 | $6,485-82.1% | $4,936-76.5% | $11,431-89.9% |