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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 | $57,695 | $45,438+27.0% | $80,004-27.9% | $59,633-3.3% |
| Participation rate | 48.6% | 63.7%-15.1pp | 73.0%-24.4pp | 68.7%-20.0pp |
| Annual return | -4.56% | 5.10%-9.7pp | 7.63%-12.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $733 | $1,236-40.7% | $2,473-70.4% | $2,203-66.7% |
| Participant deferral / active EE | $1,244 | $2,231-44.3% | $3,204-61.2% | $3,192-61.0% |
| Admin fee / account holder | $6,150 | $3,464+77.5% | $5,033+22.2% | $4,297+43.1% |