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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 | $33,382 | $71,878-53.6% | $86,698-61.5% | $68,486-51.3% |
| Participation rate | 51.1% | 72.2%-21.1pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -20.35% | 3.53%-23.9pp | 35.95%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $709 | $2,173-67.4% | $2,837-75.0% | $2,597-72.7% |
| Participant deferral / active EE | $2,177 | $3,779-42.4% | $4,656-53.2% | $4,028-45.9% |
| Admin fee / account holder | $598 | $6,113-90.2% | $7,493-92.0% | $5,404-88.9% |