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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 | $27,942 | $167,353-83.3% | $143,797-80.6% | $134,545-79.2% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -20.99% | 0.48%-21.5pp | -0.04%-20.9pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,415 | $5,620-74.8% | $4,952-71.4% | $4,742-70.2% |
| Participant deferral / active EE | $7,553 | $6,447+17.2% | $5,638+34.0% | $6,401+18.0% |
| Admin fee / account holder | $584 | $18,096-96.8% | $14,679-96.0% | $11,431-94.9% |