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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 | $29,288 | $65,704-55.4% | $94,229-68.9% | $59,633-50.9% |
| Participation rate | 42.9% | 72.1%-29.3pp | 78.8%-35.9pp | 68.7%-25.8pp |
| Annual return | -2.56% | 5.22%-7.8pp | 10.68%-13.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,067 | $2,021-47.2% | $3,587-70.2% | $2,203-51.6% |
| Participant deferral / active EE | $2,780 | $3,143-11.6% | $4,320-35.7% | $3,192-12.9% |
| Admin fee / account holder | $3,298 | $4,265-22.7% | $6,269-47.4% | $4,297-23.2% |