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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 | $65,516 | $142,409-54.0% | $119,634-45.2% | $134,545-51.3% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -25.00% | -12.46%-12.5pp | -14.98%-10.0pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,434 | $5,224-72.5% | $4,232-66.1% | $4,742-69.8% |
| Participant deferral / active EE | $3,775 | $6,468-41.6% | $5,601-32.6% | $6,401-41.0% |
| Admin fee / account holder | $1,015 | $13,594-92.5% | $10,329-90.2% | $11,431-91.1% |