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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 | $38,380 | $71,873-46.6% | $86,698-55.7% | $68,490-44.0% |
| Participation rate | 65.7% | 72.2%-6.5pp | 76.6%-10.9pp | 67.9%-2.2pp |
| Annual return | -19.36% | 3.54%-22.9pp | 35.96%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,216 | $2,173+2.0% | $2,837-21.9% | $2,597-14.6% |
| Participant deferral / active EE | $6,875 | $3,779+81.9% | $4,656+47.7% | $4,028+70.7% |
| Admin fee / account holder | $1,265 | $6,110-79.3% | $7,492-83.1% | $5,403-76.6% |