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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 | $11,249 | $25,979-56.7% | $71,755-84.3% | $68,486-83.6% |
| Participation rate | 51.9% | 54.5%-2.6pp | 62.3%-10.5pp | 67.9%-16.0pp |
| Annual return | -19.48% | -15.10%-4.4pp | 9.09%-28.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $929 | $900+3.2% | $1,704-45.4% | $2,597-64.2% |
| Participant deferral / active EE | $2,245 | $1,522+47.5% | $2,656-15.5% | $4,028-44.3% |
| Admin fee / account holder | $732 | $2,022-63.8% | $3,972-81.6% | $5,404-86.5% |