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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 | $25,605 | $52,678-51.4% | $75,784-66.2% | $59,633-57.1% |
| Participation rate | 28.0% | 67.2%-39.2pp | 75.8%-47.8pp | 68.7%-40.7pp |
| Annual return | -3.95% | 2.95%-6.9pp | 9.68%-13.6pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $1,026 | $2,193-53.2% | $3,323-69.1% | $2,203-53.4% |
| Participant deferral / active EE | $2,586 | $2,591-0.2% | $3,652-29.2% | $3,192-19.0% |
| Admin fee / account holder | $751 | $3,610-79.2% | $5,300-85.8% | $4,297-82.5% |