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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 | $60,820 | $64,716-6.0% | $112,258-45.8% | $68,495-11.2% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -21.52% | -11.40%-10.1pp | 27.47%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,814 | $2,746-34.0% | $3,636-50.1% | $2,596-30.1% |
| Participant deferral / active EE | $4,347 | $3,565+21.9% | $4,728-8.1% | $4,028+7.9% |
| Admin fee / account holder | $1,490 | $5,232-71.5% | $6,411-76.8% | $5,403-72.4% |