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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 | $53,286 | $81,870-34.9% | $119,622-55.5% | $68,486-22.2% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.2pp |
| Annual return | -19.29% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,497 | $2,692-44.4% | $4,232-64.6% | $2,597-42.3% |
| Participant deferral / active EE | $2,331 | $4,148-43.8% | $5,601-58.4% | $4,028-42.1% |
| Admin fee / account holder | $780 | $6,583-88.2% | $10,328-92.4% | $5,404-85.6% |