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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 | $17,757 | $95,193-81.3% | $76,523-76.8% | $135,382-86.9% |
| Participation rate | 54.2% | 74.4%-20.2pp | 68.0%-13.8pp | 82.6%-28.5pp |
| Annual return | -13.75% | 4.85%-18.6pp | -0.27%-13.5pp | 519.77%-533.5pp |
| Employer contribution / active EE | $1,872 | $3,302-43.3% | $2,647-29.3% | $4,779-60.8% |
| Participant deferral / active EE | $3,422 | $4,639-26.2% | $3,835-10.8% | $5,609-39.0% |
| Admin fee / account holder | $389 | $6,249-93.8% | $4,848-92.0% | $10,829-96.4% |