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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 | $13,190 | $48,267-72.7% | $68,808-80.8% | $68,486-80.7% |
| Participation rate | 58.9% | 60.7%-1.7pp | 69.0%-10.1pp | 67.9%-9.0pp |
| Annual return | -22.54% | -12.70%-9.8pp | -6.37%-16.2pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,690 | $1,829-7.6% | $2,656-36.4% | $2,597-34.9% |
| Participant deferral / active EE | $3,309 | $2,867+15.4% | $3,942-16.1% | $4,028-17.8% |
| Admin fee / account holder | $1,493 | $4,362-65.8% | $4,936-69.7% | $5,404-72.4% |