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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 | $31,744 | $54,380-41.6% | $68,509-53.7% | $59,633-46.8% |
| Participation rate | 56.0% | 70.2%-14.2pp | 74.7%-18.7pp | 68.7%-12.7pp |
| Annual return | -3.15% | 2.83%-6.0pp | 8.27%-11.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $417 | $1,539-72.9% | $2,278-81.7% | $2,203-81.1% |
| Participant deferral / active EE | $1,328 | $2,643-49.7% | $3,382-60.7% | $3,192-58.4% |
| Admin fee / account holder | $546 | $3,885-86.0% | $5,275-89.7% | $4,297-87.3% |