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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 | $67,406 | $94,439-28.6% | $73,658-8.5% | $154,746-56.4% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | -26.46% | 28.25%-54.7pp | 29.72%-56.2pp | 172.34%-198.8pp |
| Employer contribution / active EE | $1,333 | $1,257+6.1% | $1,032+29.2% | $4,379-69.6% |
| Participant deferral / active EE | $3,546 | $2,527+40.3% | $2,062+72.0% | $6,730-47.3% |
| Admin fee / account holder | $23,331 | $3,843+507.1% | $3,357+595.0% | $14,365+62.4% |