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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 | $29,937 | $142,361-79.0% | $119,608-75.0% | $134,509-77.7% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -28.31% | -12.46%-15.8pp | -14.98%-13.3pp | 418.13%-446.4pp |
| Employer contribution / active EE | $1,872 | $5,224-64.2% | $4,232-55.8% | $4,741-60.5% |
| Participant deferral / active EE | $7,563 | $6,468+16.9% | $5,601+35.0% | $6,400+18.2% |
| Admin fee / account holder | $1,187 | $13,588-91.3% | $10,326-88.5% | $11,427-89.6% |