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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 | $29,997 | $167,353-82.1% | $143,797-79.1% | $134,545-77.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.39% | 0.48%-23.9pp | -0.04%-23.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $3,031 | $5,620-46.1% | $4,952-38.8% | $4,742-36.1% |
| Participant deferral / active EE | $10,845 | $6,447+68.2% | $5,638+92.3% | $6,401+69.4% |
| Admin fee / account holder | $2,449 | $18,096-86.5% | $14,679-83.3% | $11,431-78.6% |