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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 | $41,893 | $64,311-34.9% | $57,356-27.0% | $125,389-66.6% |
| Participation rate | 53.8% | 78.6%-24.8pp | 75.1%-21.2pp | 83.2%-29.3pp |
| Annual return | -3.49% | 25.14%-28.6pp | 24.41%-27.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $817 | $3,193-74.4% | $2,689-69.6% | $4,866-83.2% |
| Participant deferral / active EE | $3,360 | $3,846-12.6% | $3,162+6.3% | $5,352-37.2% |
| Admin fee / account holder | $1,885 | $5,243-64.1% | $3,357-43.9% | $9,541-80.2% |