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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 | $58,568 | $53,162+10.2% | $91,227-35.8% | $68,490-14.5% |
| Participation rate | 34.3% | 63.2%-28.9pp | 73.2%-38.9pp | 67.9%-33.6pp |
| Annual return | -22.19% | -3.14%-19.1pp | 114.14%-136.3pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,294 | $1,709-24.3% | $2,851-54.6% | $2,597-50.2% |
| Participant deferral / active EE | $2,944 | $2,974-1.0% | $4,234-30.5% | $4,028-26.9% |
| Admin fee / account holder | $1,916 | $4,493-57.4% | $5,423-64.7% | $5,403-64.5% |