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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 | $25,427 | $95,895-73.5% | $79,576-68.0% | $134,509-81.1% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -24.65% | -2.72%-21.9pp | 0.15%-24.8pp | 418.13%-442.8pp |
| Employer contribution / active EE | $1,502 | $3,128-52.0% | $2,413-37.7% | $4,741-68.3% |
| Participant deferral / active EE | $3,813 | $4,693-18.8% | $3,985-4.3% | $6,400-40.4% |
| Admin fee / account holder | $1,933 | $9,129-78.8% | $6,834-71.7% | $11,427-83.1% |