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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 | $28,025 | $82,674-66.1% | $125,381-77.6% | $68,486-59.1% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,753 | $3,382-18.6% | $4,815-42.8% | $2,597+6.0% |
| Participant deferral / active EE | $4,526 | $6,111-25.9% | $7,448-39.2% | $4,028+12.4% |
| Admin fee / account holder | $1,458 | $6,277-76.8% | $10,007-85.4% | $5,404-73.0% |