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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 | $54,581 | $64,719-15.7% | $112,249-51.4% | $68,486-20.3% |
| Participation rate | 37.9% | 67.2%-29.2pp | 75.1%-37.1pp | 67.9%-30.0pp |
| Annual return | -22.62% | -11.40%-11.2pp | 27.48%-50.1pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,218 | $2,747-55.6% | $3,636-66.5% | $2,597-53.1% |
| Participant deferral / active EE | $3,038 | $3,565-14.8% | $4,729-35.8% | $4,028-24.6% |
| Admin fee / account holder | $2,779 | $5,232-46.9% | $6,412-56.7% | $5,404-48.6% |