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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 | $28,943 | $140,578-79.4% | $100,671-71.2% | $125,389-76.9% |
| Participation rate | 54.2% | 80.4%-26.2pp | 70.7%-16.5pp | 83.2%-29.0pp |
| Annual return | -4.46% | 24.67%-29.1pp | 20.43%-24.9pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,194 | $5,965-80.0% | $4,012-70.2% | $4,866-75.5% |
| Participant deferral / active EE | $1,724 | $3,981-56.7% | $3,144-45.2% | $5,352-67.8% |
| Admin fee / account holder | $1,903 | $6,716-71.7% | $4,850-60.8% | $9,541-80.1% |