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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 | $24,338 | $45,825-46.9% | $90,655-73.2% | $56,287-56.8% |
| Participation rate | 39.7% | 66.7%-27.0pp | 74.0%-34.3pp | 69.9%-30.2pp |
| Annual return | -9.94% | 38.64%-48.6pp | 1.89%-11.8pp | -9.96%0pp |
| Employer contribution / active EE | $1,194 | $1,372-13.0% | $2,532-52.8% | $2,111-43.4% |
| Participant deferral / active EE | $2,078 | $2,562-18.9% | $3,425-39.3% | $3,350-38.0% |
| Admin fee / account holder | $1,850 | $413+348.4% | $4,994-63.0% | $521+255.2% |