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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 | $33,544 | $167,352-80.0% | $143,788-76.7% | $134,509-75.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.32% | 0.47%-23.8pp | -0.03%-23.3pp | 418.13%-441.5pp |
| Employer contribution / active EE | $10,521 | $5,620+87.2% | $4,952+112.5% | $4,741+121.9% |
| Participant deferral / active EE | $13,600 | $6,447+110.9% | $5,638+141.2% | $6,400+112.5% |
| Admin fee / account holder | $601 | $18,091-96.7% | $14,675-95.9% | $11,427-94.7% |