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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 | $26,828 | $81,331-67.0% | $155,534-82.8% | $80,935-66.9% |
| Participation rate | 31.7% | 66.3%-34.5pp | 78.2%-46.5pp | 67.7%-36.0pp |
| Annual return | -1.53% | 33.37%-34.9pp | 64.92%-66.4pp | 35.66%-37.2pp |
| Employer contribution / active EE | $1,129 | $3,105-63.6% | $4,675-75.9% | $2,757-59.0% |
| Participant deferral / active EE | $2,269 | $3,454-34.3% | $5,630-59.7% | $4,299-47.2% |
| Admin fee / account holder | $3,740 | $7,999-53.2% | $15,900-76.5% | $6,924-46.0% |