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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 | $26,520 | $81,870-67.6% | $119,634-77.8% | $68,490-61.3% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | -19.86% | -23.82%+4.0pp | -14.98%-4.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,443 | $2,692-46.4% | $4,232-65.9% | $2,597-44.4% |
| Participant deferral / active EE | $2,653 | $4,148-36.0% | $5,601-52.6% | $4,028-34.1% |
| Admin fee / account holder | $520 | $6,583-92.1% | $10,329-95.0% | $5,403-90.4% |