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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 | $24,177 | $45,126-46.4% | $85,187-71.6% | $74,459-67.5% |
| Participation rate | 33.6% | 49.4%-15.7pp | 67.5%-33.9pp | 67.2%-33.6pp |
| Annual return | -3.62% | 26.30%-29.9pp | 66.67%-70.3pp | 1369.70%-1373.3pp |
| Employer contribution / active EE | $1,364 | $1,460-6.6% | $2,732-50.1% | $2,626-48.1% |
| Participant deferral / active EE | $2,985 | $2,738+9.0% | $4,525-34.0% | $4,350-31.4% |
| Admin fee / account holder | $6,159 | $2,212+178.5% | $6,1620% | $1,945+216.7% |