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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 | $20,877 | $64,719-67.7% | $112,249-81.4% | $68,486-69.5% |
| Participation rate | 56.7% | 67.2%-10.4pp | 75.1%-18.3pp | 67.9%-11.2pp |
| Annual return | -20.68% | -11.40%-9.3pp | 27.48%-48.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,947 | $2,747-29.1% | $3,636-46.5% | $2,597-25.0% |
| Participant deferral / active EE | $3,468 | $3,565-2.7% | $4,729-26.7% | $4,028-13.9% |
| Admin fee / account holder | $433 | $5,232-91.7% | $6,412-93.2% | $5,404-92.0% |