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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 | $24,557 | $77,816-68.4% | $123,549-80.1% | $64,181-61.7% |
| Participation rate | 56.3% | 74.7%-18.5pp | 82.3%-26.0pp | 69.6%-13.3pp |
| Annual return | -8.86% | 12.49%-21.3pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,663 | $3,014-11.6% | $4,628-42.4% | $2,381+11.9% |
| Participant deferral / active EE | $5,866 | $5,240+11.9% | $6,426-8.7% | $3,470+69.1% |
| Admin fee / account holder | $2,290 | $5,519-58.5% | $9,284-75.3% | $4,887-53.1% |