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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 | $19,397 | $64,729-70.0% | $112,263-82.7% | $68,490-71.7% |
| Participation rate | 36.7% | 67.2%-30.4pp | 75.1%-38.3pp | 67.9%-31.2pp |
| Annual return | -24.00% | -11.40%-12.6pp | 27.49%-51.5pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,065 | $2,746-61.2% | $3,636-70.7% | $2,597-59.0% |
| Participant deferral / active EE | $2,243 | $3,566-37.1% | $4,729-52.6% | $4,028-44.3% |
| Admin fee / account holder | $1,118 | $5,222-78.6% | $6,410-82.6% | $5,403-79.3% |