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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 | $52,054 | $113,941-54.3% | $94,229-44.8% | $125,389-58.5% |
| Participation rate | 69.6% | 82.9%-13.3pp | 78.8%-9.2pp | 83.2%-13.6pp |
| Annual return | -5.04% | 5.29%-10.3pp | 10.68%-15.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,604 | $4,727-66.1% | $3,587-55.3% | $4,866-67.0% |
| Participant deferral / active EE | $2,843 | $5,179-45.1% | $4,320-34.2% | $5,352-46.9% |
| Admin fee / account holder | $880 | $8,392-89.5% | $6,269-86.0% | $9,541-90.8% |