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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 | $67,329 | $46,689+44.2% | $117,498-42.7% | $68,495-1.7% |
| Participation rate | 47.4% | 56.8%-9.4pp | 70.6%-23.2pp | 67.9%-20.5pp |
| Annual return | -23.87% | -14.52%-9.4pp | 29.75%-53.6pp | -7.84%-16.0pp |
| Employer contribution / active EE | $568 | $1,505-62.2% | $4,178-86.4% | $2,596-78.1% |
| Participant deferral / active EE | $1,791 | $2,637-32.1% | $4,071-56.0% | $4,028-55.5% |
| Admin fee / account holder | $2,064 | $4,021-48.7% | $5,646-63.4% | $5,403-61.8% |