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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 | $17,130 | $82,314-79.2% | $68,808-75.1% | $134,532-87.3% |
| Participation rate | 65.2% | 75.1%-9.8pp | 69.0%-3.8pp | 81.2%-16.0pp |
| Annual return | -20.84% | -2.18%-18.7pp | -6.37%-14.5pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,260 | $3,301+29.1% | $2,656+60.4% | $4,741-10.1% |
| Participant deferral / active EE | $1,824 | $4,740-61.5% | $3,942-53.7% | $6,401-71.5% |
| Admin fee / account holder | $646 | $6,484-90.0% | $4,936-86.9% | $11,429-94.3% |