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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 | $22,209 | $49,280-54.9% | $67,313-67.0% | $64,173-65.4% |
| Participation rate | 55.4% | 60.8%-5.4pp | 69.1%-13.7pp | 69.6%-14.2pp |
| Annual return | -9.18% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,717 | $1,668+2.9% | $2,566-33.1% | $2,381-27.9% |
| Participant deferral / active EE | $3,817 | $2,484+53.6% | $3,568+7.0% | $3,470+10.0% |
| Admin fee / account holder | $1,876 | $3,863-51.4% | $4,507-58.4% | $4,887-61.6% |