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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 | $51,379 | $72,404-29.0% | $110,243-53.4% | $64,173-19.9% |
| Participation rate | 26.7% | 73.3%-46.7pp | 79.8%-53.2pp | 69.6%-42.9pp |
| Annual return | -8.04% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,300 | $2,282-43.0% | $3,827-66.0% | $2,381-45.4% |
| Participant deferral / active EE | $4,192 | $3,469+20.8% | $4,672-10.3% | $3,470+20.8% |
| Admin fee / account holder | $8,918 | $5,664+57.4% | $8,548+4.3% | $4,887+82.5% |