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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 | $29,587 | $77,817-62.0% | $123,553-76.1% | $64,173-53.9% |
| Participation rate | 50.5% | 74.7%-24.2pp | 82.3%-31.8pp | 69.6%-19.1pp |
| Annual return | -8.55% | 12.49%-21.0pp | 119.21%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,733 | $3,014-42.5% | $4,628-62.5% | $2,381-27.2% |
| Participant deferral / active EE | $3,414 | $5,240-34.9% | $6,426-46.9% | $3,470-1.6% |
| Admin fee / account holder | $2,711 | $5,519-50.9% | $9,284-70.8% | $4,887-44.5% |