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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 | $48,362 | $167,353-71.1% | $143,797-66.4% | $134,545-64.1% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -22.45% | 0.48%-22.9pp | -0.04%-22.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,865 | $5,620-66.8% | $4,952-62.3% | $4,742-60.7% |
| Participant deferral / active EE | $6,007 | $6,447-6.8% | $5,638+6.5% | $6,401-6.2% |
| Admin fee / account holder | $438 | $18,096-97.6% | $14,679-97.0% | $11,431-96.2% |