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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 | $20,878 | $95,915-78.2% | $79,580-73.8% | $134,532-84.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -21.41% | -2.71%-18.7pp | 0.15%-21.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,844 | $3,129-9.1% | $2,413+17.9% | $4,741-40.0% |
| Participant deferral / active EE | $5,044 | $4,693+7.5% | $3,985+26.6% | $6,401-21.2% |
| Admin fee / account holder | $1,214 | $9,132-86.7% | $6,835-82.2% | $11,429-89.4% |