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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 | $7,477 | $48,267-84.5% | $68,794-89.1% | $68,495-89.1% |
| Participation rate | 53.3% | 60.7%-7.3pp | 69.0%-15.7pp | 67.9%-14.6pp |
| Annual return | -21.24% | -12.70%-8.5pp | -6.37%-14.9pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,189 | $1,829+19.7% | $2,656-17.6% | $2,596-15.7% |
| Participant deferral / active EE | $1,731 | $2,867-39.6% | $3,941-56.1% | $4,028-57.0% |
| Admin fee / account holder | $405 | $4,362-90.7% | $4,934-91.8% | $5,403-92.5% |