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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 | $25,183 | $72,177-65.1% | $115,038-78.1% | $59,633-57.8% |
| Participation rate | 57.4% | 72.6%-15.1pp | 81.4%-23.9pp | 68.7%-11.2pp |
| Annual return | -4.36% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,368 | $2,841-51.8% | $4,608-70.3% | $2,203-37.9% |
| Participant deferral / active EE | $2,380 | $4,783-50.2% | $6,026-60.5% | $3,192-25.4% |
| Admin fee / account holder | $801 | $4,927-83.7% | $8,175-90.2% | $4,297-81.4% |