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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 | $58,193 | $81,870-28.9% | $119,608-51.3% | $68,495-15.0% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -39.97% | -23.82%-16.2pp | -14.98%-25.0pp | -7.84%-32.1pp |
| Employer contribution / active EE | $1,786 | $2,692-33.7% | $4,232-57.8% | $2,596-31.2% |
| Participant deferral / active EE | $2,349 | $4,148-43.4% | $5,601-58.1% | $4,028-41.7% |
| Admin fee / account holder | $374 | $6,583-94.3% | $10,326-96.4% | $5,403-93.1% |