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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 | $36,654 | $40,275-9.0% | $57,356-36.1% | $59,633-38.5% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | -4.22% | 27.52%-31.7pp | 24.41%-28.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $544 | $1,921-71.7% | $2,689-79.8% | $2,203-75.3% |
| Participant deferral / active EE | $909 | $2,400-62.1% | $3,162-71.3% | $3,192-71.5% |
| Admin fee / account holder | $911 | $2,820-67.7% | $3,357-72.9% | $4,297-78.8% |