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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 | $34,023 | $167,362-79.7% | $143,799-76.3% | $134,532-74.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -20.75% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,225 | $5,620-78.2% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $8,567 | $6,447+32.9% | $5,638+51.9% | $6,401+33.8% |
| Admin fee / account holder | $5,094 | $18,094-71.8% | $14,677-65.3% | $11,429-55.4% |