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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 | $28,470 | $71,480-60.2% | $90,782-68.6% | $64,181-55.6% |
| Participation rate | 59.4% | 77.6%-18.2pp | 82.7%-23.3pp | 69.6%-10.2pp |
| Annual return | -9.91% | -4.25%-5.7pp | -3.42%-6.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,383 | $3,415-59.5% | $4,105-66.3% | $2,381-41.9% |
| Participant deferral / active EE | $3,133 | $4,302-27.2% | $5,366-41.6% | $3,470-9.7% |
| Admin fee / account holder | $2,005 | $6,309-68.2% | $5,908-66.1% | $4,887-59.0% |