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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 | $28,036 | $105,867-73.5% | $90,760-69.1% | $134,532-79.2% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -21.57% | -10.99%-10.6pp | -12.16%-9.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,124 | $3,464-67.6% | $2,922-61.5% | $4,741-76.3% |
| Participant deferral / active EE | $2,459 | $5,217-52.9% | $4,565-46.1% | $6,401-61.6% |
| Admin fee / account holder | $3,981 | $13,936-71.4% | $8,444-52.9% | $11,429-65.2% |