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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 | $48,134 | $95,188-49.4% | $76,518-37.1% | $135,379-64.4% |
| Participation rate | 54.5% | 74.4%-19.8pp | 68.0%-13.5pp | 82.6%-28.1pp |
| Annual return | -11.57% | 4.85%-16.4pp | -0.27%-11.3pp | 519.79%-531.4pp |
| Employer contribution / active EE | $1,777 | $3,303-46.2% | $2,647-32.9% | $4,779-62.8% |
| Participant deferral / active EE | $6,476 | $4,640+39.6% | $3,836+68.8% | $5,609+15.5% |
| Admin fee / account holder | $2,799 | $6,249-55.2% | $4,849-42.3% | $10,828-74.2% |