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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 | $46,417 | $167,362-72.3% | $143,799-67.7% | $134,532-65.5% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -22.45% | 0.47%-22.9pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,416 | $5,620-74.8% | $4,952-71.4% | $4,741-70.1% |
| Participant deferral / active EE | $2,705 | $6,447-58.0% | $5,638-52.0% | $6,401-57.7% |
| Admin fee / account holder | $320 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |