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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 | $62,201 | $57,352+8.5% | $83,831-25.8% | $64,173-3.1% |
| Participation rate | 55.0% | 68.6%-13.6pp | 76.1%-21.1pp | 69.6%-14.6pp |
| Annual return | -9.04% | 11.38%-20.4pp | 850.99%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,392 | $2,546-45.3% | $3,631-61.7% | $2,381-41.5% |
| Participant deferral / active EE | $1,754 | $2,993-41.4% | $4,082-57.0% | $3,470-49.5% |
| Admin fee / account holder | $641 | $4,046-84.2% | $5,479-88.3% | $4,887-86.9% |