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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 | $35,235 | $54,380-35.2% | $68,509-48.6% | $59,633-40.9% |
| Participation rate | 46.6% | 70.2%-23.6pp | 74.7%-28.2pp | 68.7%-22.1pp |
| Annual return | -2.62% | 2.83%-5.5pp | 8.27%-10.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $896 | $1,539-41.7% | $2,278-60.6% | $2,203-59.3% |
| Participant deferral / active EE | $1,329 | $2,643-49.7% | $3,382-60.7% | $3,192-58.4% |
| Admin fee / account holder | $1,671 | $3,885-57.0% | $5,275-68.3% | $4,297-61.1% |