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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 | $60,289 | $167,352-64.0% | $143,788-58.1% | $134,509-55.2% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -21.75% | 0.47%-22.2pp | -0.03%-21.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,291 | $5,620-77.0% | $4,952-73.9% | $4,741-72.8% |
| Participant deferral / active EE | $4,309 | $6,447-33.2% | $5,638-23.6% | $6,400-32.7% |
| Admin fee / account holder | $791 | $18,091-95.6% | $14,675-94.6% | $11,427-93.1% |