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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 | $25,365 | $79,633-68.1% | $93,759-72.9% | $68,486-63.0% |
| Participation rate | 33.3% | 75.4%-42.0pp | 81.0%-47.6pp | 67.9%-34.6pp |
| Annual return | -25.00% | -0.10%-24.9pp | -11.33%-13.7pp | -7.85%-17.1pp |
| Employer contribution / active EE | $1,208 | $3,665-67.1% | $4,324-72.1% | $2,597-53.5% |
| Participant deferral / active EE | $3,169 | $5,158-38.6% | $6,096-48.0% | $4,028-21.3% |
| Admin fee / account holder | $354 | $6,871-94.9% | $7,197-95.1% | $5,404-93.5% |