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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 | $36,200 | $65,082-44.4% | $81,367-55.5% | $59,633-39.3% |
| Participation rate | 57.1% | 76.0%-18.8pp | 82.3%-25.1pp | 68.7%-11.5pp |
| Annual return | -4.71% | 1.16%-5.9pp | -0.92%-3.8pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $2,569 | $2,934-12.4% | $3,930-34.6% | $2,203+16.6% |
| Participant deferral / active EE | $5,490 | $4,083+34.5% | $5,383+2.0% | $3,192+72.0% |
| Admin fee / account holder | $2,320 | $7,582-69.4% | $8,926-74.0% | $4,297-46.0% |