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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 | $15,159 | $54,162-72.0% | $68,612-77.9% | $64,173-76.4% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | -13.36% | -1.62%-11.7pp | -4.63%-8.7pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,765 | $1,846-4.4% | $2,625-32.8% | $2,381-25.9% |
| Participant deferral / active EE | $2,267 | $2,626-13.7% | $3,311-31.5% | $3,470-34.6% |
| Admin fee / account holder | $836 | $4,029-79.3% | $5,131-83.7% | $4,887-82.9% |