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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 | $68,297 | $57,350+19.1% | $83,850-18.5% | $64,181+6.4% |
| Participation rate | 56.3% | 68.6%-12.4pp | 76.1%-19.9pp | 69.6%-13.3pp |
| Annual return | -8.96% | 11.38%-20.3pp | 850.92%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,175 | $2,545-14.6% | $3,631-40.1% | $2,381-8.7% |
| Participant deferral / active EE | $4,760 | $2,993+59.0% | $4,082+16.6% | $3,470+37.2% |
| Admin fee / account holder | $1,918 | $4,046-52.6% | $5,478-65.0% | $4,887-60.8% |