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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 | $61,130 | $64,729-5.6% | $112,263-45.5% | $68,490-10.7% |
| Participation rate | 25.8% | 67.2%-41.3pp | 75.1%-49.3pp | 67.9%-42.1pp |
| Annual return | -21.77% | -11.40%-10.4pp | 27.49%-49.3pp | -7.85%-13.9pp |
| Employer contribution / active EE | $750 | $2,746-72.7% | $3,636-79.4% | $2,597-71.1% |
| Participant deferral / active EE | $2,731 | $3,566-23.4% | $4,729-42.3% | $4,028-32.2% |
| Admin fee / account holder | $3,360 | $5,222-35.7% | $6,410-47.6% | $5,403-37.8% |