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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 | $54,783 | $92,219-40.6% | $76,767-28.6% | $135,380-59.5% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -9.30% | 5.46%-14.8pp | 2.43%-11.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $882 | $3,216-72.6% | $2,485-64.5% | $4,779-81.5% |
| Participant deferral / active EE | $2,919 | $4,508-35.3% | $3,852-24.2% | $5,609-48.0% |
| Admin fee / account holder | $777 | $10,749-92.8% | $6,675-88.4% | $10,828-92.8% |