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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 | $49,692 | $56,197-11.6% | $67,652-26.5% | $59,633-16.7% |
| Participation rate | 59.3% | 71.5%-12.2pp | 75.7%-16.4pp | 68.7%-9.4pp |
| Annual return | -3.23% | 18508.10%-18511.3pp | 6625.40%-6628.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,432 | $1,615-11.3% | $2,266-36.8% | $2,203-35.0% |
| Participant deferral / active EE | $4,048 | $2,844+42.4% | $3,560+13.7% | $3,192+26.8% |
| Admin fee / account holder | $478 | $3,958-87.9% | $4,821-90.1% | $4,297-88.9% |