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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 | $28,638 | $39,162-26.9% | $100,671-71.6% | $59,633-52.0% |
| Participation rate | 35.9% | 55.9%-20.0pp | 70.7%-34.8pp | 68.7%-32.8pp |
| Annual return | -3.14% | 21.07%-24.2pp | 20.43%-23.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $484 | $1,151-58.0% | $4,012-87.9% | $2,203-78.0% |
| Participant deferral / active EE | $1,127 | $1,992-43.4% | $3,144-64.1% | $3,192-64.7% |
| Admin fee / account holder | $1,668 | $2,969-43.8% | $4,850-65.6% | $4,297-61.2% |