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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 | $67,743 | $71,873-5.7% | $86,698-21.9% | $68,490-1.1% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -19.43% | 3.54%-23.0pp | 35.96%-55.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,115 | $2,173-48.7% | $2,837-60.7% | $2,597-57.1% |
| Participant deferral / active EE | $3,148 | $3,779-16.7% | $4,656-32.4% | $4,028-21.8% |
| Admin fee / account holder | $1,884 | $6,110-69.2% | $7,492-74.9% | $5,403-65.1% |