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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 | $50,089 | $105,867-52.7% | $90,760-44.8% | $134,532-62.8% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -20.56% | -10.99%-9.6pp | -12.16%-8.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,295 | $3,464-33.7% | $2,922-21.4% | $4,741-51.6% |
| Participant deferral / active EE | $3,752 | $5,217-28.1% | $4,565-17.8% | $6,401-41.4% |
| Admin fee / account holder | $404 | $13,936-97.1% | $8,444-95.2% | $11,429-96.5% |