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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 | $62,190 | $65,704-5.3% | $94,229-34.0% | $59,633+4.3% |
| Participation rate | 43.6% | 72.1%-28.5pp | 78.8%-35.2pp | 68.7%-25.1pp |
| Annual return | -3.95% | 5.22%-9.2pp | 10.68%-14.6pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $951 | $2,021-53.0% | $3,587-73.5% | $2,203-56.8% |
| Participant deferral / active EE | $1,686 | $3,143-46.4% | $4,320-61.0% | $3,192-47.2% |
| Admin fee / account holder | $1,815 | $4,265-57.4% | $6,269-71.1% | $4,297-57.8% |