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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 | $36,266 | $69,977-48.2% | $108,582-66.6% | $62,881-42.3% |
| Participation rate | 46.2% | 72.9%-26.7pp | 79.6%-33.4pp | 69.3%-23.2pp |
| Annual return | 4.49% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $753 | $2,135-64.7% | $3,758-80.0% | $2,281-67.0% |
| Participant deferral / active EE | $1,738 | $3,165-45.1% | $4,311-59.7% | $3,203-45.7% |
| Admin fee / account holder | $2,685 | $5,076-47.1% | $7,645-64.9% | $4,296-37.5% |