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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 | $47,444 | $211,946-77.6% | $169,452-72.0% | $135,382-65.0% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -11.64% | 3.26%-14.9pp | 1.83%-13.5pp | 519.77%-531.4pp |
| Employer contribution / active EE | $1,400 | $5,117-72.6% | $4,157-66.3% | $4,779-70.7% |
| Participant deferral / active EE | $6,346 | $6,075+4.4% | $5,277+20.3% | $5,609+13.1% |
| Admin fee / account holder | $1,383 | $11,472-87.9% | $9,110-84.8% | $10,829-87.2% |