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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 | $46,916 | $127,387-63.2% | $115,038-59.2% | $125,389-62.6% |
| Participation rate | 64.3% | 84.2%-19.9pp | 81.4%-17.1pp | 83.2%-18.9pp |
| Annual return | -4.21% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,022 | $5,166-60.9% | $4,608-56.1% | $4,866-58.5% |
| Participant deferral / active EE | $4,067 | $6,423-36.7% | $6,026-32.5% | $5,352-24.0% |
| Admin fee / account holder | $2,408 | $9,516-74.7% | $8,175-70.5% | $9,541-74.8% |