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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 | $24,543 | $56,339-56.4% | $104,301-76.5% | $68,495-64.2% |
| Participation rate | 51.9% | 63.3%-11.4pp | 73.3%-21.4pp | 67.9%-16.0pp |
| Annual return | -21.38% | -9.19%-12.2pp | 24.61%-46.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $906 | $1,960-53.8% | $3,373-73.1% | $2,596-65.1% |
| Participant deferral / active EE | $1,215 | $3,077-60.5% | $4,626-73.7% | $4,028-69.8% |
| Admin fee / account holder | $1,148 | $4,902-76.6% | $7,340-84.4% | $5,403-78.8% |