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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 | $26,772 | $79,633-66.4% | $93,759-71.4% | $68,495-60.9% |
| Participation rate | 65.7% | 75.4%-9.7pp | 81.0%-15.3pp | 67.9%-2.2pp |
| Annual return | -19.92% | -0.10%-19.8pp | -11.33%-8.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,827 | $3,665-22.9% | $4,324-34.6% | $2,596+8.9% |
| Participant deferral / active EE | $5,700 | $5,158+10.5% | $6,096-6.5% | $4,028+41.5% |
| Admin fee / account holder | $491 | $6,871-92.8% | $7,197-93.2% | $5,403-90.9% |