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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 | $22,524 | $72,177-68.8% | $115,038-80.4% | $59,633-62.2% |
| Participation rate | 67.1% | 72.6%-5.5pp | 81.4%-14.3pp | 68.7%-1.6pp |
| Annual return | -8.15% | 12.02%-20.2pp | 26.14%-34.3pp | 2041.45%-2049.6pp |
| Employer contribution / active EE | $983 | $2,841-65.4% | $4,608-78.7% | $2,203-55.4% |
| Participant deferral / active EE | $3,377 | $4,783-29.4% | $6,026-44.0% | $3,192+5.8% |
| Admin fee / account holder | $1,023 | $4,927-79.2% | $8,175-87.5% | $4,297-76.2% |