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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 | $61,492 | $167,362-63.3% | $143,799-57.2% | $134,532-54.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -21.12% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,151 | $5,620-79.5% | $4,952-76.8% | $4,741-75.7% |
| Participant deferral / active EE | $4,405 | $6,447-31.7% | $5,638-21.9% | $6,401-31.2% |
| Admin fee / account holder | $4,752 | $18,094-73.7% | $14,677-67.6% | $11,429-58.4% |