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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 | $47,017 | $167,352-71.9% | $143,788-67.3% | $134,509-65.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.88% | 0.47%-21.4pp | -0.03%-20.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,369 | $5,620-75.6% | $4,952-72.3% | $4,741-71.1% |
| Participant deferral / active EE | $6,287 | $6,447-2.5% | $5,638+11.5% | $6,400-1.8% |
| Admin fee / account holder | $1,021 | $18,091-94.4% | $14,675-93.0% | $11,427-91.1% |