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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 | $52,205 | $153,311-65.9% | $109,313-52.2% | $273,972-80.9% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | -1.28% | 29.86%-31.1pp | 22.07%-23.3pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,513 | $5,619-73.1% | $3,892-61.1% | $4,869-68.9% |
| Participant deferral / active EE | $3,328 | $3,932-15.4% | $3,166+5.1% | $5,287-37.1% |
| Admin fee / account holder | $5,100 | $8,076-36.8% | $5,666-10.0% | $10,133-49.7% |