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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 | $19,114 | $167,362-88.6% | $143,799-86.7% | $134,532-85.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -27.29% | 0.47%-27.8pp | -0.04%-27.2pp | 418.27%-445.6pp |
| Employer contribution / active EE | $1,924 | $5,620-65.8% | $4,952-61.1% | $4,741-59.4% |
| Participant deferral / active EE | $7,564 | $6,447+17.3% | $5,638+34.1% | $6,401+18.2% |
| Admin fee / account holder | $951 | $18,094-94.7% | $14,677-93.5% | $11,429-91.7% |