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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 | $31,865 | $77,816-59.1% | $123,549-74.2% | $64,181-50.4% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | -10.55% | 12.49%-23.0pp | 119.20%-129.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,964 | $3,014-1.7% | $4,628-36.0% | $2,381+24.5% |
| Participant deferral / active EE | $7,691 | $5,240+46.8% | $6,426+19.7% | $3,470+121.7% |
| Admin fee / account holder | $11,631 | $5,519+110.7% | $9,284+25.3% | $4,887+138.0% |