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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 | $45,219 | $167,362-73.0% | $143,799-68.6% | $134,532-66.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -22.20% | 0.47%-22.7pp | -0.04%-22.2pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,506 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $4,321 | $6,447-33.0% | $5,638-23.4% | $6,401-32.5% |
| Admin fee / account holder | $716 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |