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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 | $29,993 | $99,032-69.7% | $80,022-62.5% | $135,382-77.8% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -10.12% | 15.39%-25.5pp | 11.22%-21.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,239 | $3,043-59.3% | $2,468-49.8% | $4,779-74.1% |
| Participant deferral / active EE | $3,402 | $4,282-20.5% | $3,686-7.7% | $5,609-39.3% |
| Admin fee / account holder | $2,452 | $10,436-76.5% | $6,521-62.4% | $10,829-77.4% |