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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 | $35,440 | $59,116-40.0% | $86,438-59.0% | $68,486-48.3% |
| Participation rate | 69.0% | 75.2%-6.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -19.47% | -0.23%-19.2pp | 4397.19%-4416.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,951 | $2,519-22.6% | $3,769-48.2% | $2,597-24.9% |
| Participant deferral / active EE | $4,673 | $5,902-20.8% | $6,952-32.8% | $4,028+16.0% |
| Admin fee / account holder | $1,892 | $5,639-66.4% | $6,733-71.9% | $5,404-65.0% |