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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 | $60,613 | $99,032-38.8% | $80,022-24.3% | $135,379-55.2% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -11.78% | 15.39%-27.2pp | 11.22%-23.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,476 | $3,043-51.5% | $2,468-40.2% | $4,779-69.1% |
| Participant deferral / active EE | $5,979 | $4,282+39.6% | $3,686+62.2% | $5,609+6.6% |
| Admin fee / account holder | $803 | $10,436-92.3% | $6,521-87.7% | $10,828-92.6% |