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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 | $36,647 | $64,719-43.4% | $112,249-67.4% | $68,486-46.5% |
| Participation rate | 52.5% | 67.2%-14.7pp | 75.1%-22.6pp | 67.9%-15.4pp |
| Annual return | -24.09% | -11.40%-12.7pp | 27.48%-51.6pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,563 | $2,747-43.1% | $3,636-57.0% | $2,597-39.8% |
| Participant deferral / active EE | $2,801 | $3,565-21.4% | $4,729-40.8% | $4,028-30.5% |
| Admin fee / account holder | $958 | $5,232-81.7% | $6,412-85.1% | $5,404-82.3% |