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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 | $23,388 | $48,267-51.5% | $68,794-66.0% | $68,495-65.9% |
| Participation rate | 57.6% | 60.7%-3.0pp | 69.0%-11.4pp | 67.9%-10.2pp |
| Annual return | -20.93% | -12.70%-8.2pp | -6.37%-14.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $937 | $1,829-48.8% | $2,656-64.7% | $2,596-63.9% |
| Participant deferral / active EE | $1,619 | $2,867-43.5% | $3,941-58.9% | $4,028-59.8% |
| Admin fee / account holder | $609 | $4,362-86.0% | $4,934-87.7% | $5,403-88.7% |