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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 | $51,029 | $72,177-29.3% | $115,038-55.6% | $59,633-14.4% |
| Participation rate | 64.7% | 72.6%-7.8pp | 81.4%-16.7pp | 68.7%-4.0pp |
| Annual return | -2.43% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,200 | $2,841-57.7% | $4,608-73.9% | $2,203-45.5% |
| Participant deferral / active EE | $2,932 | $4,783-38.7% | $6,026-51.3% | $3,192-8.1% |
| Admin fee / account holder | $1,550 | $4,927-68.5% | $8,175-81.0% | $4,297-63.9% |