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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 | $76,407-55.9% | $150,298-77.6% | $82,448-59.1% |
| Participation rate | 24.0% | 66.4%-42.4pp | 77.8%-53.8pp | 68.1%-44.1pp |
| Annual return | -3.67% | 39.99%-43.7pp | 62.79%-66.5pp | 41.64%-45.3pp |
| Employer contribution / active EE | $676 | $2,614-74.1% | $4,154-83.7% | $2,551-73.5% |
| Participant deferral / active EE | $2,107 | $3,214-34.5% | $5,453-61.4% | $4,139-49.1% |
| Admin fee / account holder | $2,604 | $6,352-59.0% | $14,116-81.6% | $7,234-64.0% |