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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 | $45,016 | $152,542-70.5% | $117,498-61.7% | $134,509-66.5% |
| Participation rate | 45.5% | 77.1%-31.7pp | 70.6%-25.1pp | 81.2%-35.8pp |
| Annual return | -21.54% | 53.02%-74.6pp | 29.75%-51.3pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,923 | $5,574-65.5% | $4,178-54.0% | $4,741-59.4% |
| Participant deferral / active EE | $6,527 | $4,819+35.4% | $4,071+60.3% | $6,400+2.0% |
| Admin fee / account holder | $381 | $7,006-94.6% | $5,646-93.3% | $11,427-96.7% |