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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 | $9,862 | $48,267-79.6% | $68,794-85.7% | $68,495-85.6% |
| Participation rate | 48.4% | 60.7%-12.3pp | 69.0%-20.6pp | 67.9%-19.5pp |
| Annual return | -36.18% | -12.70%-23.5pp | -6.37%-29.8pp | -7.84%-28.3pp |
| Employer contribution / active EE | $2,243 | $1,829+22.6% | $2,656-15.6% | $2,596-13.6% |
| Participant deferral / active EE | $3,295 | $2,867+14.9% | $3,941-16.4% | $4,028-18.2% |
| Admin fee / account holder | $874 | $4,362-80.0% | $4,934-82.3% | $5,403-83.8% |