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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 | $83,035 | $55,449+49.7% | $83,831-0.9% | $56,289+47.5% |
| Participation rate | 51.1% | 68.0%-16.9pp | 76.1%-25.0pp | 69.9%-18.7pp |
| Annual return | -8.99% | -1.38%-7.6pp | 850.99%-860.0pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,509 | $2,430+3.2% | $3,631-30.9% | $2,111+18.8% |
| Participant deferral / active EE | $3,127 | $2,935+6.5% | $4,082-23.4% | $3,350-6.7% |
| Admin fee / account holder | $1,087 | $656+65.8% | $5,479-80.2% | $521+108.7% |