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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 | $65,388 | $73,839-11.4% | $143,788-54.5% | $68,495-4.5% |
| Participation rate | 66.0% | 66.7%-0.7pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -20.11% | 1.01%-21.1pp | -0.03%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,496 | $3,184-53.0% | $4,952-69.8% | $2,596-42.4% |
| Participant deferral / active EE | $3,207 | $3,384-5.2% | $5,638-43.1% | $4,028-20.4% |
| Admin fee / account holder | $2,567 | $5,755-55.4% | $14,675-82.5% | $5,403-52.5% |