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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 | $30,588 | $81,233-62.3% | $155,567-80.3% | $80,874-62.2% |
| Participation rate | 24.5% | 66.2%-41.7pp | 78.2%-53.7pp | 67.6%-43.1pp |
| Annual return | -12.07% | 33.33%-45.4pp | 64.74%-76.8pp | 35.62%-47.7pp |
| Employer contribution / active EE | $477 | $3,101-84.6% | $4,674-89.8% | $2,756-82.7% |
| Participant deferral / active EE | $1,110 | $3,452-67.8% | $5,628-80.3% | $4,297-74.2% |
| Admin fee / account holder | $599 | $7,998-92.5% | $15,916-96.2% | $6,935-91.4% |