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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 | $58,876 | $56,339+4.5% | $104,301-43.6% | $68,495-14.0% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -19.74% | -9.19%-10.6pp | 24.61%-44.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $616 | $1,960-68.6% | $3,373-81.7% | $2,596-76.3% |
| Participant deferral / active EE | $1,354 | $3,077-56.0% | $4,626-70.7% | $4,028-66.4% |
| Admin fee / account holder | $1,780 | $4,902-63.7% | $7,340-75.7% | $5,403-67.0% |