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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 | $55,965 | $64,719-13.5% | $112,249-50.1% | $68,486-18.3% |
| Participation rate | 16.7% | 67.2%-50.5pp | 75.1%-58.4pp | 67.9%-51.2pp |
| Annual return | -19.84% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $883 | $2,747-67.9% | $3,636-75.7% | $2,597-66.0% |
| Participant deferral / active EE | $2,849 | $3,565-20.1% | $4,729-39.8% | $4,028-29.3% |
| Admin fee / account holder | $459 | $5,232-91.2% | $6,412-92.8% | $5,404-91.5% |