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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 | $24,360 | $59,834-59.3% | $79,576-69.4% | $68,495-64.4% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -21.13% | -12.30%-8.8pp | 0.15%-21.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,277 | $1,505-15.2% | $2,413-47.1% | $2,596-50.8% |
| Participant deferral / active EE | $2,347 | $3,024-22.4% | $3,985-41.1% | $4,028-41.7% |
| Admin fee / account holder | $542 | $4,835-88.8% | $6,834-92.1% | $5,403-90.0% |