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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 | $51,714 | $65,703-21.3% | $94,228-45.1% | $59,633-13.3% |
| Participation rate | 59.3% | 72.1%-12.8pp | 78.8%-19.4pp | 68.7%-9.3pp |
| Annual return | -3.73% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,699 | $2,021-15.9% | $3,587-52.6% | $2,203-22.8% |
| Participant deferral / active EE | $3,607 | $3,143+14.8% | $4,320-16.5% | $3,192+13.0% |
| Admin fee / account holder | $889 | $4,264-79.2% | $6,269-85.8% | $4,297-79.3% |