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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 | $37,605 | $167,362-77.5% | $143,799-73.8% | $134,532-72.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.33% | 0.47%-25.8pp | -0.04%-25.3pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,352 | $5,620-75.9% | $4,952-72.7% | $4,741-71.5% |
| Participant deferral / active EE | $2,841 | $6,447-55.9% | $5,638-49.6% | $6,401-55.6% |
| Admin fee / account holder | $2,711 | $18,094-85.0% | $14,677-81.5% | $11,429-76.3% |