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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 | $63,415 | $75,962-16.5% | $154,108-58.9% | $64,173-1.2% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -8.37% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,989 | $3,350-10.8% | $5,298-43.6% | $2,381+25.5% |
| Participant deferral / active EE | $6,572 | $3,175+107.0% | $5,081+29.3% | $3,470+89.4% |
| Admin fee / account holder | $3,209 | $5,589-42.6% | $13,411-76.1% | $4,887-34.3% |