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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 | $54,714 | $167,353-67.3% | $143,797-62.0% | $134,545-59.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.71% | 0.48%-29.2pp | -0.04%-28.7pp | 418.37%-447.1pp |
| Employer contribution / active EE | $2,173 | $5,620-61.3% | $4,952-56.1% | $4,742-54.2% |
| Participant deferral / active EE | $12,741 | $6,447+97.6% | $5,638+126.0% | $6,401+99.0% |
| Admin fee / account holder | $3,361 | $18,096-81.4% | $14,679-77.1% | $11,431-70.6% |