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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 | $25,056 | $72,177-65.3% | $115,038-78.2% | $59,633-58.0% |
| Participation rate | 47.7% | 72.6%-24.8pp | 81.4%-33.6pp | 68.7%-20.9pp |
| Annual return | -3.88% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,256 | $2,841-55.8% | $4,608-72.7% | $2,203-43.0% |
| Participant deferral / active EE | $3,282 | $4,783-31.4% | $6,026-45.5% | $3,192+2.8% |
| Admin fee / account holder | $1,629 | $4,927-66.9% | $8,175-80.1% | $4,297-62.1% |