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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 | $61,007 | $59,819+2.0% | $79,583-23.3% | $68,490-10.9% |
| Participation rate | 34.8% | 61.1%-26.3pp | 69.5%-34.7pp | 67.9%-33.1pp |
| Annual return | -20.70% | -12.30%-8.4pp | 0.16%-20.9pp | -7.85%-12.8pp |
| Employer contribution / active EE | $761 | $1,505-49.4% | $2,414-68.5% | $2,597-70.7% |
| Participant deferral / active EE | $2,240 | $3,025-26.0% | $3,986-43.8% | $4,028-44.4% |
| Admin fee / account holder | $993 | $4,835-79.5% | $6,835-85.5% | $5,403-81.6% |