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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 | $59,177 | $54,320+8.9% | $67,652-12.5% | $52,331+13.1% |
| Participation rate | 25.5% | 73.6%-48.0pp | 75.7%-50.1pp | 68.1%-42.6pp |
| Annual return | -2.52% | 6.81%-9.3pp | 6625.04%-6627.6pp | 4.54%-7.1pp |
| Employer contribution / active EE | $718 | $1,544-53.5% | $2,266-68.3% | $1,882-61.9% |
| Participant deferral / active EE | $1,783 | $2,950-39.6% | $3,560-49.9% | $3,022-41.0% |
| Admin fee / account holder | $305 | $527-42.0% | $4,821-93.7% | $592-48.4% |