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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 | $32,826 | $127,386-74.2% | $115,037-71.5% | $125,388-73.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -5.76% | 31.28%-37.0pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,441 | $5,166-72.1% | $4,608-68.7% | $4,866-70.4% |
| Participant deferral / active EE | $2,192 | $6,423-65.9% | $6,026-63.6% | $5,352-59.0% |
| Admin fee / account holder | $12,377 | $9,516+30.1% | $8,175+51.4% | $9,541+29.7% |