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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 | $34,848 | $76,551-54.5% | $123,894-71.9% | $62,881-44.6% |
| Participation rate | 68.7% | 73.0%-4.3pp | 81.4%-12.8pp | 69.3%-0.6pp |
| Annual return | -18.99% | 18.68%-37.7pp | 47.52%-66.5pp | 20.14%-39.1pp |
| Employer contribution / active EE | $3,446 | $2,882+19.5% | $4,617-25.4% | $2,281+51.1% |
| Participant deferral / active EE | $7,835 | $4,840+61.9% | $5,984+30.9% | $3,203+144.6% |
| Admin fee / account holder | $2,566 | $4,826-46.8% | $8,357-69.3% | $4,296-40.3% |