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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 | $47,570 | $133,998-64.5% | $112,263-57.6% | $134,545-64.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.55% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $10,688 | $4,040+164.5% | $3,636+193.9% | $4,742+125.4% |
| Participant deferral / active EE | $2,812 | $5,292-46.9% | $4,729-40.5% | $6,401-56.1% |
| Admin fee / account holder | $8,055 | $7,493+7.5% | $6,410+25.7% | $11,431-29.5% |