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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 | $24,220 | $92,219-73.7% | $76,768-68.5% | $135,379-82.1% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -11.79% | 5.46%-17.3pp | 2.43%-14.2pp | 519.79%-531.6pp |
| Employer contribution / active EE | $2,430 | $3,216-24.4% | $2,485-2.2% | $4,779-49.1% |
| Participant deferral / active EE | $4,435 | $4,508-1.6% | $3,852+15.1% | $5,609-20.9% |
| Admin fee / account holder | $793 | $10,749-92.6% | $6,675-88.1% | $10,828-92.7% |