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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 | $33,344 | $50,958-34.6% | $74,552-55.3% | $64,181-48.0% |
| Participation rate | 52.5% | 61.1%-8.5pp | 69.1%-16.6pp | 69.6%-17.0pp |
| Annual return | -8.14% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $750 | $1,115-32.8% | $1,961-61.8% | $2,381-68.5% |
| Participant deferral / active EE | $1,525 | $2,301-33.7% | $3,108-50.9% | $3,470-56.0% |
| Admin fee / account holder | $1,122 | $4,223-73.4% | $5,060-77.8% | $4,887-77.0% |