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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 | $18,973 | $167,353-88.7% | $143,797-86.8% | $134,545-85.9% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -21.05% | 0.48%-21.5pp | -0.04%-21.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,426 | $5,620-74.6% | $4,952-71.2% | $4,742-69.9% |
| Participant deferral / active EE | $4,050 | $6,447-37.2% | $5,638-28.2% | $6,401-36.7% |
| Admin fee / account holder | $511 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |