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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 | $27,090 | $127,386-78.7% | $115,037-76.5% | $125,393-78.4% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -3.51% | 31.28%-34.8pp | 26.14%-29.7pp | 282.23%-285.7pp |
| Employer contribution / active EE | $1,147 | $5,166-77.8% | $4,608-75.1% | $4,866-76.4% |
| Participant deferral / active EE | $3,803 | $6,423-40.8% | $6,026-36.9% | $5,351-28.9% |
| Admin fee / account holder | $1,657 | $9,516-82.6% | $8,175-79.7% | $9,541-82.6% |