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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 | $14,992 | $45,872-67.3% | $77,081-80.6% | $68,495-78.1% |
| Participation rate | 56.7% | 55.9%+0.7pp | 67.9%-11.2pp | 67.9%-11.2pp |
| Annual return | -20.64% | 1.73%-22.4pp | 42.33%-63.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,114 | $1,650-32.5% | $2,813-60.4% | $2,596-57.1% |
| Participant deferral / active EE | $2,731 | $2,963-7.8% | $4,428-38.3% | $4,028-32.2% |
| Admin fee / account holder | $622 | $3,041-79.6% | $5,427-88.5% | $5,403-88.5% |