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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 | $26,292 | $62,586-58.0% | $76,766-65.8% | $64,181-59.0% |
| Participation rate | 67.3% | 72.8%-5.5pp | 77.0%-9.7pp | 69.6%-2.3pp |
| Annual return | -9.90% | -1.95%-8.0pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,472 | $3,145+74.0% | $3,851+42.1% | $3,470+57.7% |
| Admin fee / account holder | $1,887 | $4,667-59.6% | $6,675-71.7% | $4,887-61.4% |