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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 | $55,034 | $133,981-58.9% | $112,249-51.0% | $134,532-59.1% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -21.66% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,376 | $4,040-65.9% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $3,019 | $5,292-43.0% | $4,729-36.2% | $6,401-52.8% |
| Admin fee / account holder | $737 | $7,492-90.2% | $6,412-88.5% | $11,429-93.6% |