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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 | $18,317 | $64,719-71.7% | $112,249-83.7% | $68,486-73.3% |
| Participation rate | 40.4% | 67.2%-26.7pp | 75.1%-34.6pp | 67.9%-27.5pp |
| Annual return | -21.35% | -11.40%-10.0pp | 27.48%-48.8pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,407 | $2,747-48.8% | $3,636-61.3% | $2,597-45.8% |
| Participant deferral / active EE | $2,338 | $3,565-34.4% | $4,729-50.6% | $4,028-42.0% |
| Admin fee / account holder | $684 | $5,232-86.9% | $6,412-89.3% | $5,404-87.3% |