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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 | $35,745 | $77,817-54.1% | $123,553-71.1% | $64,173-44.3% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -10.02% | 12.49%-22.5pp | 119.21%-129.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,633 | $3,014-45.8% | $4,628-64.7% | $2,381-31.4% |
| Participant deferral / active EE | $2,669 | $5,240-49.1% | $6,426-58.5% | $3,470-23.1% |
| Admin fee / account holder | $775 | $5,519-86.0% | $9,284-91.7% | $4,887-84.1% |