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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 | $41,068 | $71,873-42.9% | $86,698-52.6% | $68,490-40.0% |
| Participation rate | 28.6% | 72.2%-43.7pp | 76.6%-48.0pp | 67.9%-39.3pp |
| Annual return | -25.40% | 3.54%-28.9pp | 35.96%-61.4pp | -7.85%-17.5pp |
| Employer contribution / active EE | $676 | $2,173-68.9% | $2,837-76.2% | $2,597-73.9% |
| Participant deferral / active EE | $1,992 | $3,779-47.3% | $4,656-57.2% | $4,028-50.5% |
| Admin fee / account holder | $1,705 | $6,110-72.1% | $7,492-77.2% | $5,403-68.4% |