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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 | $43,224 | $65,704-34.2% | $94,229-54.1% | $59,633-27.5% |
| Participation rate | 45.5% | 72.1%-26.7pp | 78.8%-33.3pp | 68.7%-23.2pp |
| Annual return | -3.47% | 5.22%-8.7pp | 10.68%-14.2pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $889 | $2,021-56.0% | $3,587-75.2% | $2,203-59.6% |
| Participant deferral / active EE | $1,928 | $3,143-38.6% | $4,320-55.4% | $3,192-39.6% |
| Admin fee / account holder | $328 | $4,265-92.3% | $6,269-94.8% | $4,297-92.4% |