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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 | $56,222 | $69,012-18.5% | $160,009-64.9% | $68,486-17.9% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 67.9%-4.8pp |
| Annual return | -20.27% | -9.65%-10.6pp | 408.85%-429.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,432 | $2,212-35.3% | $4,225-66.1% | $2,597-44.8% |
| Participant deferral / active EE | $2,914 | $4,212-30.8% | $6,183-52.9% | $4,028-27.6% |
| Admin fee / account holder | $727 | $4,798-84.8% | $8,715-91.7% | $5,404-86.5% |