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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 | $30,107 | $127,387-76.4% | $115,038-73.8% | $125,389-76.0% |
| Participation rate | 52.6% | 84.2%-31.5pp | 81.4%-28.7pp | 83.2%-30.6pp |
| Annual return | -6.28% | 31.28%-37.6pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,861 | $5,166-64.0% | $4,608-59.6% | $4,866-61.7% |
| Participant deferral / active EE | $3,525 | $6,423-45.1% | $6,026-41.5% | $5,352-34.1% |
| Admin fee / account holder | $7,383 | $9,516-22.4% | $8,175-9.7% | $9,541-22.6% |