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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 | $48,603 | $82,674-41.2% | $125,381-61.2% | $68,486-29.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,484 | $3,382-26.5% | $4,815-48.4% | $2,597-4.3% |
| Participant deferral / active EE | $5,493 | $6,111-10.1% | $7,448-26.2% | $4,028+36.4% |
| Admin fee / account holder | $5,480 | $6,277-12.7% | $10,007-45.2% | $5,404+1.4% |