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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 | $33,782 | $127,100-73.4% | $105,738-68.1% | $135,379-75.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -9.32% | 4.49%-13.8pp | 6.27%-15.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,351 | $4,107-67.1% | $3,268-58.7% | $4,779-71.7% |
| Participant deferral / active EE | $2,332 | $5,064-54.0% | $4,080-42.8% | $5,609-58.4% |
| Admin fee / account holder | $2,578 | $9,087-71.6% | $6,913-62.7% | $10,828-76.2% |