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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 | $50,451 | $167,504-69.9% | $151,628-66.7% | $134,509-62.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -21.69% | 7.81%-29.5pp | 3.34%-25.0pp | 418.13%-439.8pp |
| Employer contribution / active EE | $6,777 | $6,828-0.7% | $6,165+9.9% | $4,741+43.0% |
| Participant deferral / active EE | $11,907 | $8,985+32.5% | $8,363+42.4% | $6,400+86.0% |
| Admin fee / account holder | $1,773 | $13,779-87.1% | $11,613-84.7% | $11,427-84.5% |