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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 | $48,445 | $58,600-17.3% | $83,327-41.9% | $64,173-24.5% |
| Participation rate | 58.5% | 72.0%-13.6pp | 77.8%-19.3pp | 69.6%-11.1pp |
| Annual return | -10.16% | 9.66%-19.8pp | 10.64%-20.8pp | 7.63%-17.8pp |
| Employer contribution / active EE | $992 | $2,098-52.7% | $3,379-70.6% | $2,381-58.3% |
| Participant deferral / active EE | $2,499 | $4,656-46.3% | $5,565-55.1% | $3,470-28.0% |
| Admin fee / account holder | $1,404 | $9,282-84.9% | $7,540-81.4% | $4,887-71.3% |