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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 | $36,815 | $77,817-52.7% | $123,553-70.2% | $64,173-42.6% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -10.14% | 12.49%-22.6pp | 119.21%-129.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,619 | $3,014-46.3% | $4,628-65.0% | $2,381-32.0% |
| Participant deferral / active EE | $3,306 | $5,240-36.9% | $6,426-48.5% | $3,470-4.7% |
| Admin fee / account holder | $605 | $5,519-89.0% | $9,284-93.5% | $4,887-87.6% |