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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 | $31,537 | $45,872-31.3% | $77,096-59.1% | $68,486-54.0% |
| Participation rate | 34.1% | 55.9%-21.8pp | 67.9%-33.8pp | 67.9%-33.7pp |
| Annual return | -20.21% | 1.73%-21.9pp | 42.35%-62.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $898 | $1,650-45.6% | $2,814-68.1% | $2,597-65.4% |
| Participant deferral / active EE | $2,068 | $2,963-30.2% | $4,429-53.3% | $4,028-48.7% |
| Admin fee / account holder | $659 | $3,041-78.3% | $5,428-87.9% | $5,404-87.8% |