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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 | $30,249 | $95,917-68.5% | $79,583-62.0% | $134,545-77.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -22.95% | -2.70%-20.2pp | 0.16%-23.1pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,790 | $3,129-10.8% | $2,414+15.6% | $4,742-41.1% |
| Participant deferral / active EE | $3,600 | $4,694-23.3% | $3,986-9.7% | $6,401-43.8% |
| Admin fee / account holder | $4,012 | $9,132-56.1% | $6,835-41.3% | $11,431-64.9% |