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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 | $35,825 | $127,387-71.9% | $115,038-68.9% | $125,389-71.4% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,558 | $5,166-69.9% | $4,608-66.2% | $4,866-68.0% |
| Participant deferral / active EE | $2,805 | $6,423-56.3% | $6,026-53.5% | $5,352-47.6% |
| Admin fee / account holder | $905 | $9,516-90.5% | $8,175-88.9% | $9,541-90.5% |