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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 | $60,141 | $142,392-57.8% | $119,622-49.7% | $134,532-55.3% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -28.45% | -12.46%-16.0pp | -14.98%-13.5pp | 418.27%-446.7pp |
| Employer contribution / active EE | $1,335 | $5,224-74.5% | $4,232-68.5% | $4,741-71.9% |
| Participant deferral / active EE | $4,002 | $6,467-38.1% | $5,601-28.5% | $6,401-37.5% |
| Admin fee / account holder | $1,212 | $13,593-91.1% | $10,328-88.3% | $11,429-89.4% |