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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 | $32,053 | $83,427-61.6% | $115,756-72.3% | $68,495-53.2% |
| Participation rate | 50.0% | 71.9%-21.9pp | 77.1%-27.1pp | 67.9%-17.9pp |
| Annual return | -20.95% | -10.95%-10.0pp | 143.14%-164.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $777 | $3,075-74.7% | $3,793-79.5% | $2,596-70.1% |
| Participant deferral / active EE | $2,328 | $5,355-56.5% | $6,254-62.8% | $4,028-42.2% |
| Admin fee / account holder | $364 | $5,708-93.6% | $8,124-95.5% | $5,403-93.3% |