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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 | $37,703 | $60,349-37.5% | $74,184-49.2% | $62,881-40.0% |
| Participation rate | 46.5% | 72.7%-26.2pp | 76.6%-30.1pp | 69.3%-22.8pp |
| Annual return | -6.32% | 21.38%-27.7pp | 17.74%-24.1pp | 20.14%-26.5pp |
| Employer contribution / active EE | $986 | $1,680-41.3% | $2,370-58.4% | $2,281-56.8% |
| Participant deferral / active EE | $1,599 | $2,856-44.0% | $3,550-55.0% | $3,203-50.1% |
| Admin fee / account holder | $2,355 | $4,261-44.7% | $5,586-57.8% | $4,296-45.2% |