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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 | $56,997 | $65,367-12.8% | $92,915-38.7% | $72,976-21.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | -2.45% | 42.11%-44.6pp | 109.45%-111.9pp | 81.02%-83.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,028 | $3,128-35.2% | $4,238-52.1% | $3,608-43.8% |
| Admin fee / account holder | $1,291 | $4,251-69.6% | $5,796-77.7% | $5,124-74.8% |