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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 | $37,866 | $71,873-47.3% | $86,698-56.3% | $68,490-44.7% |
| Participation rate | 37.1% | 72.2%-35.1pp | 76.6%-39.4pp | 67.9%-30.8pp |
| Annual return | -22.02% | 3.54%-25.6pp | 35.96%-58.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $901 | $2,173-58.6% | $2,837-68.3% | $2,597-65.3% |
| Participant deferral / active EE | $2,063 | $3,779-45.4% | $4,656-55.7% | $4,028-48.8% |
| Admin fee / account holder | $4,184 | $6,110-31.5% | $7,492-44.2% | $5,403-22.6% |