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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 | $10,486 | $48,267-78.3% | $68,794-84.8% | $68,495-84.7% |
| Participation rate | 52.9% | 60.7%-7.7pp | 69.0%-16.1pp | 67.9%-15.0pp |
| Annual return | -20.28% | -12.70%-7.6pp | -6.37%-13.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,767 | $1,829-3.4% | $2,656-33.4% | $2,596-31.9% |
| Participant deferral / active EE | $2,721 | $2,867-5.1% | $3,941-31.0% | $4,028-32.4% |
| Admin fee / account holder | $938 | $4,362-78.5% | $4,934-81.0% | $5,403-82.6% |