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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 | $31,806 | $95,193-66.6% | $76,523-58.4% | $135,382-76.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -10.36% | 4.85%-15.2pp | -0.27%-10.1pp | 519.77%-530.1pp |
| Employer contribution / active EE | $4,665 | $3,302+41.3% | $2,647+76.2% | $4,779-2.4% |
| Participant deferral / active EE | $2,592 | $4,639-44.1% | $3,835-32.4% | $5,609-53.8% |
| Admin fee / account holder | $710 | $6,249-88.6% | $4,848-85.4% | $10,829-93.4% |