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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 | $27,827 | $97,027-71.3% | $83,323-66.6% | $135,382-79.4% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -15.49% | 12.31%-27.8pp | 10.63%-26.1pp | 519.77%-535.3pp |
| Employer contribution / active EE | $1,548 | $4,143-62.6% | $3,379-54.2% | $4,779-67.6% |
| Participant deferral / active EE | $3,836 | $5,964-35.7% | $5,565-31.1% | $5,609-31.6% |
| Admin fee / account holder | $2,670 | $8,427-68.3% | $7,539-64.6% | $10,829-75.3% |