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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 | $29,902 | $140,592-78.7% | $123,105-75.7% | $125,389-76.2% |
| Participation rate | 33.3% | 88.2%-54.9pp | 86.8%-53.4pp | 83.2%-49.9pp |
| Annual return | -3.76% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,619 | $6,980-62.5% | $6,229-58.0% | $5,352-51.1% |
| Admin fee / account holder | $375 | $11,198-96.7% | $9,014-95.8% | $9,541-96.1% |