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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 | $27,609 | $39,162-29.5% | $100,671-72.6% | $59,633-53.7% |
| Participation rate | 67.4% | 55.9%+11.6pp | 70.7%-3.3pp | 68.7%-1.2pp |
| Annual return | -2.63% | 21.07%-23.7pp | 20.43%-23.1pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $670 | $1,151-41.7% | $4,012-83.3% | $2,203-69.6% |
| Participant deferral / active EE | $1,506 | $1,992-24.4% | $3,144-52.1% | $3,192-52.8% |
| Admin fee / account holder | $10,441 | $2,969+251.6% | $4,850+115.3% | $4,297+143.0% |