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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 | $62,024 | $99,345-37.6% | $84,753-26.8% | $273,972-77.4% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | -2.39% | 22.93%-25.3pp | 22.78%-25.2pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,208 | $4,214-71.3% | $3,574-66.2% | $4,869-75.2% |
| Participant deferral / active EE | $2,306 | $4,270-46.0% | $3,712-37.9% | $5,287-56.4% |
| Admin fee / account holder | $12,315 | $6,645+85.3% | $5,333+130.9% | $10,133+21.5% |