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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 | $122,205 | $142,409-14.2% | $119,634+2.1% | $134,545-9.2% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.3%-26.6pp | 81.2%-28.6pp |
| Annual return | -20.76% | -12.46%-8.3pp | -14.98%-5.8pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,925 | $5,224-63.1% | $4,232-54.5% | $4,742-59.4% |
| Participant deferral / active EE | $3,824 | $6,468-40.9% | $5,601-31.7% | $6,401-40.3% |
| Admin fee / account holder | $1,988 | $13,594-85.4% | $10,329-80.7% | $11,431-82.6% |