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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 | $53,408 | $97,027-45.0% | $83,323-35.9% | $135,382-60.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.87% | 12.31%-22.2pp | 10.63%-20.5pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,191 | $4,143-71.2% | $3,379-64.7% | $4,779-75.1% |
| Participant deferral / active EE | $2,513 | $5,964-57.9% | $5,565-54.8% | $5,609-55.2% |
| Admin fee / account holder | $2,089 | $8,427-75.2% | $7,539-72.3% | $10,829-80.7% |