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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 | $10,653 | $43,338-75.4% | $59,887-82.2% | $64,173-83.4% |
| Participation rate | 69.0% | 69.2%-0.2pp | 74.7%-5.7pp | 69.6%-0.6pp |
| Annual return | -13.74% | -1.55%-12.2pp | 3.46%-17.2pp | 7.63%-21.4pp |
| Employer contribution / active EE | $1,531 | $2,030-24.6% | $2,722-43.8% | $2,381-35.7% |
| Participant deferral / active EE | $3,368 | $2,547+32.2% | $3,402-1.0% | $3,470-2.9% |
| Admin fee / account holder | $431 | $3,007-85.7% | $3,591-88.0% | $4,887-91.2% |