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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 | $34,005 | $82,028-58.5% | $123,105-72.4% | $59,633-43.0% |
| Participation rate | 64.5% | 83.2%-18.7pp | 86.8%-22.3pp | 68.7%-4.2pp |
| Annual return | -4.55% | 5.12%-9.7pp | 13.22%-17.8pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,083 | $3,297-67.1% | $5,151-79.0% | $2,203-50.8% |
| Participant deferral / active EE | $5,449 | $4,667+16.8% | $6,229-12.5% | $3,192+70.7% |
| Admin fee / account holder | $3,683 | $5,879-37.4% | $9,014-59.1% | $4,297-14.3% |