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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 | $55,568 | $83,908-33.8% | $68,509-18.9% | $125,389-55.7% |
| Participation rate | 54.5% | 78.2%-23.6pp | 74.7%-20.2pp | 83.2%-28.6pp |
| Annual return | -5.07% | 14.48%-19.5pp | 8.27%-13.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $478 | $3,031-84.2% | $2,278-79.0% | $4,866-90.2% |
| Participant deferral / active EE | $2,368 | $4,125-42.6% | $3,382-30.0% | $5,352-55.7% |
| Admin fee / account holder | $2,656 | $8,982-70.4% | $5,275-49.6% | $9,541-72.2% |