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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 | $54,550 | $167,522-67.4% | $151,639-64.0% | $134,532-59.5% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -22.20% | 7.81%-30.0pp | 3.34%-25.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,504 | $6,828-63.3% | $6,165-59.4% | $4,741-47.2% |
| Participant deferral / active EE | $8,034 | $8,986-10.6% | $8,363-3.9% | $6,401+25.5% |
| Admin fee / account holder | $377 | $13,780-97.3% | $11,613-96.8% | $11,429-96.7% |