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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 | $19,540 | $43,333-54.9% | $59,883-67.4% | $64,181-69.6% |
| Participation rate | 69.6% | 69.2%+0.4pp | 74.7%-5.1pp | 69.6%0pp |
| Annual return | -10.14% | -1.55%-8.6pp | 3.46%-13.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,070 | $2,029-47.3% | $2,722-60.7% | $2,381-55.0% |
| Participant deferral / active EE | $3,264 | $2,547+28.2% | $3,402-4.1% | $3,470-5.9% |
| Admin fee / account holder | $731 | $3,006-75.7% | $3,591-79.6% | $4,887-85.0% |