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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 | $60,344 | $50,947+18.4% | $74,549-19.1% | $64,173-6.0% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -8.28% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $940 | $1,115-15.7% | $1,961-52.1% | $2,381-60.5% |
| Participant deferral / active EE | $1,396 | $2,302-39.3% | $3,108-55.1% | $3,470-59.8% |
| Admin fee / account holder | $413 | $4,221-90.2% | $5,059-91.8% | $4,887-91.6% |