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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 | $51,373 | $65,704-21.8% | $94,229-45.5% | $59,633-13.9% |
| Participation rate | 43.1% | 72.1%-29.0pp | 78.8%-35.7pp | 68.7%-25.6pp |
| Annual return | -4.26% | 5.22%-9.5pp | 10.68%-14.9pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,060 | $2,021-47.5% | $3,587-70.4% | $2,203-51.9% |
| Participant deferral / active EE | $1,909 | $3,143-39.3% | $4,320-55.8% | $3,192-40.2% |
| Admin fee / account holder | $9,454 | $4,265+121.7% | $6,269+50.8% | $4,297+120.0% |