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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 | $26,628 | $65,703-59.5% | $94,228-71.7% | $59,633-55.3% |
| Participation rate | 36.8% | 72.1%-35.4pp | 78.8%-42.0pp | 68.7%-31.9pp |
| Annual return | -3.11% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $1,365 | $2,021-32.5% | $3,587-62.0% | $2,203-38.0% |
| Participant deferral / active EE | $3,131 | $3,143-0.4% | $4,320-27.5% | $3,192-1.9% |
| Admin fee / account holder | $1,358 | $4,264-68.1% | $6,269-78.3% | $4,297-68.4% |