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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 | $24,924 | $82,678-69.9% | $125,391-80.1% | $68,490-63.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -20.70% | -5.97%-14.7pp | 572.41%-593.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $3,106 | $3,382-8.2% | $4,816-35.5% | $2,597+19.6% |
| Participant deferral / active EE | $6,846 | $6,111+12.0% | $7,448-8.1% | $4,028+70.0% |
| Admin fee / account holder | $2,170 | $6,277-65.4% | $10,009-78.3% | $5,403-59.8% |