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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 | $59,922 | $167,362-64.2% | $143,799-58.3% | $134,532-55.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -23.66% | 0.47%-24.1pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $3,624 | $5,620-35.5% | $4,952-26.8% | $4,741-23.6% |
| Participant deferral / active EE | $3,350 | $6,447-48.0% | $5,638-40.6% | $6,401-47.7% |
| Admin fee / account holder | $29,289 | $18,094+61.9% | $14,677+99.6% | $11,429+156.3% |