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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 | $14,288 | $84,518-83.1% | $67,704-78.9% | $125,389-88.6% |
| Participation rate | 54.5% | 74.8%-20.2pp | 67.5%-13.0pp | 83.2%-28.6pp |
| Annual return | -6.48% | 2.57%-9.1pp | 25.41%-31.9pp | 282.24%-288.7pp |
| Employer contribution / active EE | $1,482 | $3,292-55.0% | $2,559-42.1% | $4,866-69.5% |
| Participant deferral / active EE | $3,412 | $4,430-23.0% | $3,585-4.8% | $5,352-36.2% |
| Admin fee / account holder | $563 | $5,340-89.5% | $4,255-86.8% | $9,541-94.1% |