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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 | $37,964 | $92,219-58.8% | $76,767-50.5% | $135,380-72.0% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -11.07% | 5.46%-16.5pp | 2.43%-13.5pp | 519.81%-530.9pp |
| Employer contribution / active EE | $2,527 | $3,216-21.4% | $2,485+1.7% | $4,779-47.1% |
| Participant deferral / active EE | $3,531 | $4,508-21.7% | $3,852-8.3% | $5,609-37.1% |
| Admin fee / account holder | $743 | $10,749-93.1% | $6,675-88.9% | $10,828-93.1% |