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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 | $36,275 | $73,009-50.3% | $90,756-60.0% | $68,495-47.0% |
| Participation rate | 57.7% | 70.8%-13.1pp | 75.7%-18.0pp | 67.9%-10.2pp |
| Annual return | -20.82% | -13.81%-7.0pp | -12.16%-8.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,118 | $2,193-49.0% | $2,922-61.7% | $2,596-57.0% |
| Participant deferral / active EE | $2,783 | $3,626-23.3% | $4,565-39.0% | $4,028-30.9% |
| Admin fee / account holder | $2,237 | $5,896-62.1% | $8,445-73.5% | $5,403-58.6% |