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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 | $24,950 | $58,587-57.4% | $83,322-70.1% | $64,173-61.1% |
| Participation rate | 69.2% | 72.0%-2.8pp | 77.8%-8.5pp | 69.6%-0.3pp |
| Annual return | -11.13% | 9.65%-20.8pp | 10.64%-21.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,663 | $2,098+26.9% | $3,379-21.2% | $2,381+11.9% |
| Participant deferral / active EE | $3,610 | $4,654-22.4% | $5,565-35.1% | $3,470+4.0% |
| Admin fee / account holder | $964 | $9,279-89.6% | $7,540-87.2% | $4,887-80.3% |