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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 | $40,722 | $81,870-50.3% | $119,622-66.0% | $68,486-40.5% |
| Participation rate | 62.9% | 71.9%-9.0pp | 79.3%-16.4pp | 67.9%-5.0pp |
| Annual return | -23.57% | -23.82%+0.2pp | -14.98%-8.6pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,880 | $2,692-30.2% | $4,232-55.6% | $2,597-27.6% |
| Participant deferral / active EE | $3,525 | $4,148-15.0% | $5,601-37.1% | $4,028-12.5% |
| Admin fee / account holder | $4,344 | $6,583-34.0% | $10,328-57.9% | $5,404-19.6% |