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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 | $34,606 | $92,219-62.5% | $76,767-54.9% | $135,380-74.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -9.27% | 5.46%-14.7pp | 2.43%-11.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,364 | $3,216-57.6% | $2,485-45.1% | $4,779-71.5% |
| Participant deferral / active EE | $2,743 | $4,508-39.2% | $3,852-28.8% | $5,609-51.1% |
| Admin fee / account holder | $619 | $10,749-94.2% | $6,675-90.7% | $10,828-94.3% |