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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 | $32,392 | $73,009-55.6% | $90,760-64.3% | $68,486-52.7% |
| Participation rate | 50.7% | 70.8%-20.1pp | 75.7%-24.9pp | 67.9%-17.1pp |
| Annual return | -20.00% | -13.81%-6.2pp | -12.16%-7.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,980 | $2,193-9.7% | $2,922-32.2% | $2,597-23.7% |
| Participant deferral / active EE | $3,062 | $3,626-15.6% | $4,565-32.9% | $4,028-24.0% |
| Admin fee / account holder | $876 | $5,896-85.1% | $8,444-89.6% | $5,404-83.8% |