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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 | $25,027 | $97,751-74.4% | $103,447-75.8% | $145,877-82.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | -1.66% | 25.43%-27.1pp | 23.92%-25.6pp | 551.28%-552.9pp |
| Employer contribution / active EE | $8,823 | $4,684+88.4% | $4,678+88.6% | $4,663+89.2% |
| Participant deferral / active EE | $9,114 | $6,603+38.0% | $6,624+37.6% | $6,691+36.2% |
| Admin fee / account holder | $3,253 | $12,515-74.0% | $9,415-65.4% | $13,402-75.7% |