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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 | $69,811 | $92,219-24.3% | $76,767-9.1% | $135,380-48.4% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -10.07% | 5.46%-15.5pp | 2.43%-12.5pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,616 | $3,216-49.8% | $2,485-35.0% | $4,779-66.2% |
| Participant deferral / active EE | $4,119 | $4,508-8.6% | $3,852+6.9% | $5,609-26.6% |
| Admin fee / account holder | $1,323 | $10,749-87.7% | $6,675-80.2% | $10,828-87.8% |