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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 | $22,653 | $167,353-86.5% | $143,797-84.2% | $134,545-83.2% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -21.22% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,281 | $5,620-59.4% | $4,952-53.9% | $4,742-51.9% |
| Participant deferral / active EE | $3,160 | $6,447-51.0% | $5,638-44.0% | $6,401-50.6% |
| Admin fee / account holder | $397 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |