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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 | $64,524 | $81,870-21.2% | $119,634-46.1% | $68,490-5.8% |
| Participation rate | 62.9% | 71.9%-9.0pp | 79.3%-16.4pp | 67.9%-5.0pp |
| Annual return | -19.46% | -23.82%+4.4pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,461 | $2,692-45.7% | $4,232-65.5% | $2,597-43.7% |
| Participant deferral / active EE | $3,162 | $4,148-23.8% | $5,601-43.5% | $4,028-21.5% |
| Admin fee / account holder | $2,001 | $6,583-69.6% | $10,329-80.6% | $5,403-63.0% |