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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 | $62,665 | $71,872-12.8% | $86,691-27.7% | $68,495-8.5% |
| Participation rate | 36.1% | 72.2%-36.1pp | 76.6%-40.4pp | 67.9%-31.7pp |
| Annual return | -19.75% | 3.53%-23.3pp | 35.94%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $723 | $2,173-66.7% | $2,837-74.5% | $2,596-72.2% |
| Participant deferral / active EE | $2,146 | $3,779-43.2% | $4,656-53.9% | $4,028-46.7% |
| Admin fee / account holder | $2,159 | $6,112-64.7% | $7,492-71.2% | $5,403-60.0% |