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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 | $50,851 | $167,362-69.6% | $143,799-64.6% | $134,532-62.2% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -20.29% | 0.47%-20.8pp | -0.04%-20.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,473 | $5,620-56.0% | $4,952-50.1% | $4,741-47.8% |
| Participant deferral / active EE | $5,977 | $6,447-7.3% | $5,638+6.0% | $6,401-6.6% |
| Admin fee / account holder | $362 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |