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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 | $53,007 | $135,956-61.0% | $123,894-57.2% | $273,972-80.7% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | -2.77% | 56.63%-59.4pp | 47.52%-50.3pp | 41.46%-44.2pp |
| Employer contribution / active EE | $2,225 | $5,170-57.0% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $5,342 | $6,343-15.8% | $5,984-10.7% | $5,287+1.0% |
| Admin fee / account holder | $668 | $9,817-93.2% | $8,357-92.0% | $10,133-93.4% |