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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 | $80,553 | $82,678-2.6% | $125,391-35.8% | $68,490+17.6% |
| Participation rate | 41.0% | 75.1%-34.1pp | 82.4%-41.4pp | 67.9%-26.9pp |
| Annual return | -20.11% | -5.97%-14.1pp | 572.41%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,510 | $3,382-55.4% | $4,816-68.6% | $2,597-41.9% |
| Participant deferral / active EE | $3,032 | $6,111-50.4% | $7,448-59.3% | $4,028-24.7% |
| Admin fee / account holder | $748 | $6,277-88.1% | $10,009-92.5% | $5,403-86.2% |