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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 | $33,644 | $82,288-59.1% | $68,794-51.1% | $134,509-75.0% |
| Participation rate | 55.0% | 75.1%-20.1pp | 69.0%-14.0pp | 81.2%-26.2pp |
| Annual return | -21.74% | -2.19%-19.6pp | -6.37%-15.4pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,459 | $3,301-55.8% | $2,656-45.0% | $4,741-69.2% |
| Participant deferral / active EE | $2,346 | $4,738-50.5% | $3,941-40.5% | $6,400-63.4% |
| Admin fee / account holder | $2,902 | $6,482-55.2% | $4,934-41.2% | $11,427-74.6% |