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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 | $32,199 | $127,387-74.7% | $115,038-72.0% | $125,389-74.3% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -4.81% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $3,484 | $5,166-32.6% | $4,608-24.4% | $4,866-28.4% |
| Participant deferral / active EE | $4,117 | $6,423-35.9% | $6,026-31.7% | $5,352-23.1% |
| Admin fee / account holder | $2,567 | $9,516-73.0% | $8,175-68.6% | $9,541-73.1% |