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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 | $25,032 | $167,362-85.0% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -23.70% | 0.47%-24.2pp | -0.04%-23.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,236 | $5,620-60.2% | $4,952-54.8% | $4,741-52.8% |
| Participant deferral / active EE | $6,308 | $6,447-2.2% | $5,638+11.9% | $6,401-1.5% |
| Admin fee / account holder | $728 | $18,094-96.0% | $14,677-95.0% | $11,429-93.6% |