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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 | $74,765 | $138,076-45.9% | $123,553-39.5% | $135,380-44.8% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -9.47% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,509 | $5,152-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $3,266 | $6,800-52.0% | $6,426-49.2% | $5,609-41.8% |
| Admin fee / account holder | $5,864 | $10,917-46.3% | $9,284-36.8% | $10,828-45.8% |