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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 | $34,447 | $45,872-24.9% | $77,096-55.3% | $68,486-49.7% |
| Participation rate | 26.7% | 55.9%-29.3pp | 67.9%-41.3pp | 67.9%-41.2pp |
| Annual return | -24.61% | 1.73%-26.3pp | 42.35%-67.0pp | -7.85%-16.8pp |
| Employer contribution / active EE | $1,660 | $1,650+0.6% | $2,814-41.0% | $2,597-36.1% |
| Participant deferral / active EE | $2,926 | $2,963-1.2% | $4,429-33.9% | $4,028-27.4% |
| Admin fee / account holder | $733 | $3,041-75.9% | $5,428-86.5% | $5,404-86.4% |