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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 | $26,837 | $72,404-62.9% | $110,243-75.7% | $64,173-58.2% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.6pp |
| Annual return | -8.12% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,934 | $2,282-15.2% | $3,827-49.5% | $2,381-18.8% |
| Participant deferral / active EE | $2,447 | $3,469-29.5% | $4,672-47.6% | $3,470-29.5% |
| Admin fee / account holder | $2,182 | $5,664-61.5% | $8,548-74.5% | $4,887-55.3% |