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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 | $52,273 | $106,749-51.0% | $145,433-64.1% | $82,448-36.6% |
| Participation rate | 58.1% | 75.6%-17.6pp | 82.1%-24.1pp | 68.1%-10.0pp |
| Annual return | -15.14% | 27.59%-42.7pp | 66.58%-81.7pp | 41.64%-56.8pp |
| Employer contribution / active EE | $1,730 | $3,444-49.8% | $4,554-62.0% | $2,551-32.2% |
| Participant deferral / active EE | $3,866 | $6,519-40.7% | $7,897-51.0% | $4,139-6.6% |
| Admin fee / account holder | $4,852 | $8,390-42.2% | $13,129-63.0% | $7,234-32.9% |