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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 | $29,116 | $73,848-60.6% | $143,799-79.8% | $68,486-57.5% |
| Participation rate | 30.4% | 66.7%-36.2pp | 80.3%-49.9pp | 67.9%-37.5pp |
| Annual return | -20.73% | 0.91%-21.6pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $943 | $3,184-70.4% | $4,952-81.0% | $2,597-63.7% |
| Participant deferral / active EE | $1,504 | $3,385-55.6% | $5,638-73.3% | $4,028-62.7% |
| Admin fee / account holder | $1,586 | $5,755-72.4% | $14,677-89.2% | $5,404-70.7% |