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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 | $51,994 | $73,009-28.8% | $90,756-42.7% | $68,495-24.1% |
| Participation rate | 56.7% | 70.8%-14.2pp | 75.7%-19.0pp | 67.9%-11.2pp |
| Annual return | -20.48% | -13.81%-6.7pp | -12.16%-8.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,469 | $2,193+12.6% | $2,922-15.5% | $2,596-4.9% |
| Participant deferral / active EE | $6,504 | $3,626+79.4% | $4,565+42.5% | $4,028+61.5% |
| Admin fee / account holder | $3,313 | $5,896-43.8% | $8,445-60.8% | $5,403-38.7% |