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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 | $40,813 | $85,790-52.4% | $67,313-39.4% | $135,380-69.9% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.1%-13.5pp | 82.6%-27.1pp |
| Annual return | -10.15% | -0.54%-9.6pp | -4.08%-6.1pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,671 | $3,487-52.1% | $2,566-34.9% | $4,779-65.0% |
| Participant deferral / active EE | $3,898 | $4,651-16.2% | $3,568+9.2% | $5,609-30.5% |
| Admin fee / account holder | $998 | $6,392-84.4% | $4,507-77.9% | $10,828-90.8% |