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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 | $21,799 | $127,387-82.9% | $115,038-81.1% | $125,389-82.6% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -8.22% | 31.28%-39.5pp | 26.14%-34.4pp | 282.24%-290.5pp |
| Employer contribution / active EE | $4,000 | $5,166-22.6% | $4,608-13.2% | $4,866-17.8% |
| Participant deferral / active EE | $3,629 | $6,423-43.5% | $6,026-39.8% | $5,352-32.2% |
| Admin fee / account holder | $652 | $9,516-93.1% | $8,175-92.0% | $9,541-93.2% |