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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 | $19,160 | $55,002-65.2% | $59,883-68.0% | $56,287-66.0% |
| Participation rate | 36.8% | 75.9%-39.1pp | 74.7%-37.9pp | 69.9%-33.0pp |
| Annual return | -8.05% | 1.13%-9.2pp | 3.46%-11.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $690 | $2,448-71.8% | $2,722-74.7% | $2,111-67.3% |
| Participant deferral / active EE | $1,185 | $3,121-62.0% | $3,402-65.2% | $3,350-64.6% |
| Admin fee / account holder | $2,884 | $236+1123.3% | $3,591-19.7% | $521+453.6% |