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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 | $35,923 | $127,096-71.7% | $105,736-66.0% | $135,380-73.5% |
| Participation rate | 54.5% | 82.7%-28.2pp | 76.3%-21.8pp | 82.6%-28.1pp |
| Annual return | -10.42% | 4.49%-14.9pp | 6.27%-16.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,793 | $4,107-56.3% | $3,268-45.1% | $4,779-62.5% |
| Participant deferral / active EE | $1,793 | $5,064-64.6% | $4,080-56.1% | $5,609-68.0% |
| Admin fee / account holder | $1,032 | $9,087-88.6% | $6,913-85.1% | $10,828-90.5% |