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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 | $121,794 | $211,946-42.5% | $169,452-28.1% | $135,380-10.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -11.80% | 3.26%-15.1pp | 1.83%-13.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,704 | $5,117-66.7% | $4,157-59.0% | $4,779-64.4% |
| Participant deferral / active EE | $2,188 | $6,075-64.0% | $5,277-58.5% | $5,609-61.0% |
| Admin fee / account holder | $1,604 | $11,472-86.0% | $9,110-82.4% | $10,828-85.2% |