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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 | $67,978 | $113,941-40.3% | $94,229-27.9% | $125,389-45.8% |
| Participation rate | 43.8% | 82.9%-39.1pp | 78.8%-35.0pp | 83.2%-39.4pp |
| Annual return | -7.62% | 5.29%-12.9pp | 10.68%-18.3pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,910 | $4,727-59.6% | $3,587-46.7% | $4,866-60.7% |
| Participant deferral / active EE | $3,843 | $5,179-25.8% | $4,320-11.0% | $5,352-28.2% |
| Admin fee / account holder | $2,527 | $8,392-69.9% | $6,269-59.7% | $9,541-73.5% |