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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 | $21,541 | $64,716-66.7% | $112,258-80.8% | $68,495-68.6% |
| Participation rate | 66.1% | 67.2%-1.0pp | 75.1%-9.0pp | 67.9%-1.8pp |
| Annual return | -21.86% | -11.40%-10.5pp | 27.47%-49.3pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,921 | $2,746-30.1% | $3,636-47.2% | $2,596-26.0% |
| Participant deferral / active EE | $4,349 | $3,565+22.0% | $4,728-8.0% | $4,028+8.0% |
| Admin fee / account holder | $645 | $5,232-87.7% | $6,411-89.9% | $5,403-88.1% |