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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 | $33,880 | $72,404-53.2% | $110,241-69.3% | $64,181-47.2% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | -10.11% | -6.29%-3.8pp | 314.75%-324.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,179 | $2,282-48.3% | $3,827-69.2% | $2,381-50.5% |
| Participant deferral / active EE | $2,103 | $3,469-39.4% | $4,672-55.0% | $3,470-39.4% |
| Admin fee / account holder | $1,526 | $5,664-73.1% | $8,548-82.2% | $4,887-68.8% |