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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 | $43,908 | $99,345-55.8% | $84,753-48.2% | $273,972-84.0% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | -21.68% | 22.93%-44.6pp | 22.78%-44.5pp | 41.46%-63.1pp |
| Employer contribution / active EE | $864 | $4,214-79.5% | $3,574-75.8% | $4,869-82.2% |
| Participant deferral / active EE | $1,755 | $4,270-58.9% | $3,712-52.7% | $5,287-66.8% |
| Admin fee / account holder | $1,644 | $6,645-75.3% | $5,333-69.2% | $10,133-83.8% |