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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 | $44,800 | $73,009-38.6% | $90,756-50.6% | $68,495-34.6% |
| Participation rate | 67.9% | 70.8%-3.0pp | 75.7%-7.8pp | 67.9%0pp |
| Annual return | -19.45% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,505 | $2,193-31.3% | $2,922-48.5% | $2,596-42.0% |
| Participant deferral / active EE | $3,241 | $3,626-10.6% | $4,565-29.0% | $4,028-19.5% |
| Admin fee / account holder | $1,012 | $5,896-82.8% | $8,445-88.0% | $5,403-81.3% |