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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 | $37,360 | $71,872-48.0% | $86,691-56.9% | $68,495-45.5% |
| Participation rate | 37.7% | 72.2%-34.5pp | 76.6%-38.9pp | 67.9%-30.2pp |
| Annual return | -20.14% | 3.53%-23.7pp | 35.94%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,036 | $2,173-52.3% | $2,837-63.5% | $2,596-60.1% |
| Participant deferral / active EE | $1,788 | $3,779-52.7% | $4,656-61.6% | $4,028-55.6% |
| Admin fee / account holder | $1,219 | $6,112-80.1% | $7,492-83.7% | $5,403-77.4% |