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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 | $36,822 | $92,219-60.1% | $76,766-52.0% | $135,382-72.8% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -9.12% | 5.46%-14.6pp | 2.43%-11.6pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,213 | $3,216-62.3% | $2,485-51.2% | $4,779-74.6% |
| Participant deferral / active EE | $1,558 | $4,508-65.4% | $3,851-59.6% | $5,609-72.2% |
| Admin fee / account holder | $328 | $10,749-97.0% | $6,675-95.1% | $10,829-97.0% |