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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 | $30,412 | $59,819-49.2% | $79,583-61.8% | $68,490-55.6% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -19.81% | -12.30%-7.5pp | 0.16%-20.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | $937 | $1,505-37.7% | $2,414-61.2% | $2,597-63.9% |
| Participant deferral / active EE | $3,726 | $3,025+23.2% | $3,986-6.5% | $4,028-7.5% |
| Admin fee / account holder | $7,022 | $4,835+45.2% | $6,835+2.7% | $5,403+30.0% |