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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 | $34,717 | $140,592-75.3% | $123,105-71.8% | $125,389-72.3% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.77% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,585 | $6,041-40.7% | $5,151-30.4% | $4,866-26.3% |
| Participant deferral / active EE | $3,375 | $6,980-51.7% | $6,229-45.8% | $5,352-36.9% |
| Admin fee / account holder | $6,131 | $11,198-45.3% | $9,014-32.0% | $9,541-35.7% |