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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 | $46,552 | $52,678-11.6% | $75,784-38.6% | $59,633-21.9% |
| Participation rate | 49.1% | 67.2%-18.2pp | 75.8%-26.8pp | 68.7%-19.6pp |
| Annual return | -3.15% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $716 | $2,193-67.4% | $3,323-78.5% | $2,203-67.5% |
| Participant deferral / active EE | $1,561 | $2,591-39.7% | $3,652-57.2% | $3,192-51.1% |
| Admin fee / account holder | $1,543 | $3,610-57.3% | $5,300-70.9% | $4,297-64.1% |