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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 | $43,186 | $64,706-33.3% | $112,244-61.5% | $68,498-37.0% |
| Participation rate | 35.1% | 67.1%-32.0pp | 75.1%-39.9pp | 67.9%-32.8pp |
| Annual return | -34.86% | -11.40%-23.5pp | 27.46%-62.3pp | -7.84%-27.0pp |
| Employer contribution / active EE | $1,459 | $2,746-46.9% | $3,635-59.9% | $2,596-43.8% |
| Participant deferral / active EE | $2,784 | $3,565-21.9% | $4,728-41.1% | $4,027-30.9% |
| Admin fee / account holder | $6,848 | $5,231+30.9% | $6,411+6.8% | $5,403+26.7% |