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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 | $35,891 | $92,219-61.1% | $76,767-53.2% | $135,380-73.5% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -9.54% | 5.46%-15.0pp | 2.43%-12.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,256 | $3,216-60.9% | $2,485-49.5% | $4,779-73.7% |
| Participant deferral / active EE | $3,082 | $4,508-31.6% | $3,852-20.0% | $5,609-45.0% |
| Admin fee / account holder | $406 | $10,749-96.2% | $6,675-93.9% | $10,828-96.2% |