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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 | $35,274 | $211,946-83.4% | $169,452-79.2% | $135,379-73.9% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -9.90% | 3.26%-13.2pp | 1.83%-11.7pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,700 | $5,117-47.2% | $4,157-35.0% | $4,779-43.5% |
| Participant deferral / active EE | $3,424 | $6,075-43.6% | $5,277-35.1% | $5,609-39.0% |
| Admin fee / account holder | $687 | $11,472-94.0% | $9,110-92.5% | $10,828-93.7% |