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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 | $69,937 | $135,956-48.6% | $123,894-43.6% | $273,972-74.5% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | -1.96% | 56.63%-58.6pp | 47.52%-49.5pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,928 | $5,170-62.7% | $4,617-58.2% | $4,869-60.4% |
| Participant deferral / active EE | $3,255 | $6,343-48.7% | $5,984-45.6% | $5,287-38.4% |
| Admin fee / account holder | $985 | $9,817-90.0% | $8,357-88.2% | $10,133-90.3% |