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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 | $32,626 | $64,716-49.6% | $112,258-70.9% | $68,495-52.4% |
| Participation rate | 65.4% | 67.2%-1.7pp | 75.1%-9.6pp | 67.9%-2.5pp |
| Annual return | -22.80% | -11.40%-11.4pp | 27.47%-50.3pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,658 | $2,746-39.6% | $3,636-54.4% | $2,596-36.2% |
| Participant deferral / active EE | $3,289 | $3,565-7.8% | $4,728-30.4% | $4,028-18.3% |
| Admin fee / account holder | $5,389 | $5,232+3.0% | $6,411-15.9% | $5,403-0.3% |