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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 | $59,202 | $52,678+12.4% | $75,784-21.9% | $59,633-0.7% |
| Participation rate | 29.6% | 67.2%-37.6pp | 75.8%-46.2pp | 68.7%-39.0pp |
| Annual return | -6.83% | 2.95%-9.8pp | 9.68%-16.5pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $603 | $2,193-72.5% | $3,323-81.9% | $2,203-72.6% |
| Participant deferral / active EE | $2,536 | $2,591-2.1% | $3,652-30.6% | $3,192-20.5% |
| Admin fee / account holder | $1,361 | $3,610-62.3% | $5,300-74.3% | $4,297-68.3% |