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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 | $17,938 | $73,839-75.7% | $143,788-87.5% | $68,495-73.8% |
| Participation rate | 67.5% | 66.7%+0.8pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -23.61% | 1.01%-24.6pp | -0.03%-23.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,359 | $3,184-57.3% | $4,952-72.6% | $2,596-47.7% |
| Participant deferral / active EE | $1,904 | $3,384-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $809 | $5,755-85.9% | $14,675-94.5% | $5,403-85.0% |