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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 | $36,960 | $73,009-49.4% | $90,756-59.3% | $68,495-46.0% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,240 | $2,193-43.4% | $2,922-57.5% | $2,596-52.2% |
| Participant deferral / active EE | $1,829 | $3,626-49.6% | $4,565-59.9% | $4,028-54.6% |
| Admin fee / account holder | $1,488 | $5,896-74.8% | $8,445-82.4% | $5,403-72.5% |