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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 | $55,122 | $56,200-1.9% | $67,653-18.5% | $59,633-7.6% |
| Participation rate | 56.1% | 71.5%-15.3pp | 75.7%-19.5pp | 68.7%-12.5pp |
| Annual return | -2.74% | 18506.71%-18509.5pp | 6625.22%-6628.0pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,585 | $1,615-1.8% | $2,266-30.0% | $2,203-28.0% |
| Participant deferral / active EE | $3,647 | $2,843+28.3% | $3,560+2.5% | $3,192+14.3% |
| Admin fee / account holder | $10,016 | $3,959+153.0% | $4,821+107.7% | $4,297+133.1% |