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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 | $51,620 | $63,924-19.2% | $108,582-52.5% | $55,167-6.4% |
| Participation rate | 31.1% | 74.3%-43.3pp | 79.6%-48.5pp | 69.0%-37.9pp |
| Annual return | 3.54% | 15.31%-11.8pp | -51.70%+55.2pp | 169.23%-165.7pp |
| Employer contribution / active EE | $798 | $1,879-57.5% | $3,758-78.8% | $1,963-59.3% |
| Participant deferral / active EE | $1,886 | $3,067-38.5% | $4,311-56.3% | $3,054-38.3% |
| Admin fee / account holder | $1,330 | $618+115.3% | $7,645-82.6% | $504+163.9% |