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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 | $92,578 | $72,404+27.9% | $110,243-16.0% | $64,173+44.3% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | -8.94% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,395 | $2,282+5.0% | $3,827-37.4% | $2,381+0.6% |
| Participant deferral / active EE | $2,300 | $3,469-33.7% | $4,672-50.8% | $3,470-33.7% |
| Admin fee / account holder | $1,351 | $5,664-76.2% | $8,548-84.2% | $4,887-72.4% |