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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 | $46,674 | $83,908-44.4% | $68,509-31.9% | $125,389-62.8% |
| Participation rate | 65.0% | 78.2%-13.2pp | 74.7%-9.7pp | 83.2%-18.2pp |
| Annual return | -3.66% | 14.48%-18.1pp | 8.27%-11.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,396 | $3,031-53.9% | $2,278-38.7% | $4,866-71.3% |
| Participant deferral / active EE | $3,423 | $4,125-17.0% | $3,382+1.2% | $5,352-36.0% |
| Admin fee / account holder | $2,134 | $8,982-76.2% | $5,275-59.5% | $9,541-77.6% |