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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 | $41,172 | $64,311-36.0% | $57,356-28.2% | $125,389-67.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -5.12% | 25.14%-30.3pp | 24.41%-29.5pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,704 | $3,193-46.6% | $2,689-36.6% | $4,866-65.0% |
| Participant deferral / active EE | $6,139 | $3,846+59.6% | $3,162+94.2% | $5,352+14.7% |
| Admin fee / account holder | $385 | $5,243-92.7% | $3,357-88.5% | $9,541-96.0% |