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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 | $33,733 | $211,946-84.1% | $169,452-80.1% | $135,380-75.1% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -11.07% | 3.26%-14.3pp | 1.83%-12.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $768 | $5,117-85.0% | $4,157-81.5% | $4,779-83.9% |
| Participant deferral / active EE | $2,581 | $6,075-57.5% | $5,277-51.1% | $5,609-54.0% |
| Admin fee / account holder | $530 | $11,472-95.4% | $9,110-94.2% | $10,828-95.1% |