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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 | $30,622 | $62,583-51.1% | $76,767-60.1% | $64,173-52.3% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -9.67% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,251 | $1,832+22.9% | $2,485-9.4% | $2,381-5.4% |
| Participant deferral / active EE | $4,747 | $3,145+51.0% | $3,852+23.3% | $3,470+36.8% |
| Admin fee / account holder | $2,370 | $4,667-49.2% | $6,675-64.5% | $4,887-51.5% |