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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 | $52,573 | $167,352-68.6% | $143,788-63.4% | $134,509-60.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -23.40% | 0.47%-23.9pp | -0.03%-23.4pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,696 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $5,663 | $6,447-12.2% | $5,638+0.4% | $6,400-11.5% |
| Admin fee / account holder | $949 | $18,091-94.8% | $14,675-93.5% | $11,427-91.7% |