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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 | $58,974 | $71,878-18.0% | $86,698-32.0% | $68,486-13.9% |
| Participation rate | 37.3% | 72.2%-35.0pp | 76.6%-39.3pp | 67.9%-30.6pp |
| Annual return | -19.12% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,020 | $2,173-53.1% | $2,837-64.1% | $2,597-60.7% |
| Participant deferral / active EE | $2,672 | $3,779-29.3% | $4,656-42.6% | $4,028-33.7% |
| Admin fee / account holder | $2,263 | $6,113-63.0% | $7,493-69.8% | $5,404-58.1% |