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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 | $56,859 | $131,835-56.9% | $108,582-47.6% | $273,972-79.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | -4.21% | -91.57%+87.4pp | -51.70%+47.5pp | 41.46%-45.7pp |
| Employer contribution / active EE | $1,963 | $4,913-60.0% | $3,758-47.8% | $4,869-59.7% |
| Participant deferral / active EE | $3,084 | $5,127-39.8% | $4,311-28.5% | $5,287-41.7% |
| Admin fee / account holder | $14,885 | $10,253+45.2% | $7,645+94.7% | $10,133+46.9% |