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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 | $56,877 | $64,719-12.1% | $112,249-49.3% | $68,486-17.0% |
| Participation rate | 31.4% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.5pp |
| Annual return | -19.70% | -11.40%-8.3pp | 27.48%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,458 | $2,747-46.9% | $3,636-59.9% | $2,597-43.8% |
| Participant deferral / active EE | $3,135 | $3,565-12.1% | $4,729-33.7% | $4,028-22.2% |
| Admin fee / account holder | $1,186 | $5,232-77.3% | $6,412-81.5% | $5,404-78.1% |