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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 | $25,252 | $64,716-61.0% | $112,258-77.5% | $68,495-63.1% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -22.86% | -11.40%-11.5pp | 27.47%-50.3pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,874 | $2,746-31.8% | $3,636-48.5% | $2,596-27.8% |
| Participant deferral / active EE | $3,383 | $3,565-5.1% | $4,728-28.4% | $4,028-16.0% |
| Admin fee / account holder | $776 | $5,232-85.2% | $6,411-87.9% | $5,403-85.6% |