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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 | $40,616 | $73,848-45.0% | $143,799-71.8% | $68,486-40.7% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -20.27% | 0.91%-21.2pp | -0.04%-20.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,307 | $3,184-59.0% | $4,952-73.6% | $2,597-49.7% |
| Participant deferral / active EE | $2,184 | $3,385-35.5% | $5,638-61.3% | $4,028-45.8% |
| Admin fee / account holder | $868 | $5,755-84.9% | $14,677-94.1% | $5,404-83.9% |