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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 | $49,460 | $167,362-70.4% | $143,799-65.6% | $134,532-63.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.31% | 0.47%-21.8pp | -0.04%-21.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,374 | $5,620-75.5% | $4,952-72.2% | $4,741-71.0% |
| Participant deferral / active EE | $2,635 | $6,447-59.1% | $5,638-53.3% | $6,401-58.8% |
| Admin fee / account holder | $3,683 | $18,094-79.6% | $14,677-74.9% | $11,429-67.8% |