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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 | $33,681 | $78,690-57.2% | $161,489-79.1% | $87,485-61.5% |
| Participation rate | 24.0% | 67.5%-43.5pp | 78.7%-54.7pp | 68.9%-44.9pp |
| Annual return | -3.67% | 32.74%-36.4pp | 89.72%-93.4pp | 26.06%-29.7pp |
| Employer contribution / active EE | $676 | $2,588-73.9% | $4,268-84.2% | $2,596-73.9% |
| Participant deferral / active EE | $2,107 | $3,311-36.4% | $5,630-62.6% | $4,274-50.7% |
| Admin fee / account holder | $2,604 | $6,724-61.3% | $16,006-83.7% | $7,775-66.5% |