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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 | $104,650-35.6% | $83,854-19.6% | $155,188-56.6% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | -26.46% | 28.97%-55.4pp | 31.39%-57.9pp | 148.84%-175.3pp |
| Employer contribution / active EE | $1,333 | $1,196+11.4% | $1,017+31.1% | $4,248-68.6% |
| Participant deferral / active EE | $3,546 | $2,367+49.8% | $2,035+74.3% | $6,531-45.7% |
| Admin fee / account holder | $23,331 | $3,518+563.1% | $3,197+629.8% | $14,480+61.1% |