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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 | $35,936 | $95,188-62.2% | $76,518-53.0% | $135,379-73.5% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -11.61% | 4.85%-16.5pp | -0.27%-11.3pp | 519.79%-531.4pp |
| Employer contribution / active EE | $1,598 | $3,303-51.6% | $2,647-39.6% | $4,779-66.6% |
| Participant deferral / active EE | $4,347 | $4,640-6.3% | $3,836+13.3% | $5,609-22.5% |
| Admin fee / account holder | $1,881 | $6,249-69.9% | $4,849-61.2% | $10,828-82.6% |