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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 | $61,104 | $95,188-35.8% | $76,518-20.1% | $135,380-54.9% |
| Participation rate | 64.7% | 74.4%-9.7pp | 68.0%-3.3pp | 82.6%-17.9pp |
| Annual return | -12.08% | 4.85%-16.9pp | -0.27%-11.8pp | 519.81%-531.9pp |
| Employer contribution / active EE | $1,514 | $3,303-54.2% | $2,647-42.8% | $4,779-68.3% |
| Participant deferral / active EE | $3,917 | $4,640-15.6% | $3,836+2.1% | $5,609-30.2% |
| Admin fee / account holder | $2,161 | $6,249-65.4% | $4,849-55.4% | $10,828-80.0% |