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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 | $43,790 | $147,167-70.2% | $111,392-60.7% | $135,379-67.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 78.9%-21.7pp | 82.6%-25.5pp |
| Annual return | -14.15% | -4.44%-9.7pp | -2.06%-12.1pp | 519.79%-533.9pp |
| Employer contribution / active EE | $2,619 | $5,204-49.7% | $4,328-39.5% | $4,779-45.2% |
| Participant deferral / active EE | $8,544 | $6,565+30.2% | $5,567+53.5% | $5,609+52.3% |
| Admin fee / account holder | $509 | $20,270-97.5% | $12,266-95.8% | $10,828-95.3% |