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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 | $36,359 | $56,054-35.1% | $171,082-78.7% | $62,881-42.2% |
| Participation rate | 17.1% | 62.9%-45.8pp | 76.7%-59.6pp | 69.3%-52.2pp |
| Annual return | -0.91% | 22.52%-23.4pp | 32.56%-33.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $501 | $1,731-71.1% | $4,002-87.5% | $2,281-78.0% |
| Participant deferral / active EE | $1,541 | $3,158-51.2% | $4,797-67.9% | $3,203-51.9% |
| Admin fee / account holder | $1,785 | $3,647-51.1% | $8,520-79.1% | $4,296-58.5% |