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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 | $52,914 | $211,946-75.0% | $169,452-68.8% | $135,380-60.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.01% | 3.26%-13.3pp | 1.83%-11.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $765 | $5,117-85.0% | $4,157-81.6% | $4,779-84.0% |
| Participant deferral / active EE | $8,389 | $6,075+38.1% | $5,277+59.0% | $5,609+49.6% |
| Admin fee / account holder | $654 | $11,472-94.3% | $9,110-92.8% | $10,828-94.0% |