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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 | $55,264 | $71,873-23.1% | $86,698-36.3% | $68,490-19.3% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -20.18% | 3.54%-23.7pp | 35.96%-56.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,196 | $2,173+1.0% | $2,837-22.6% | $2,597-15.4% |
| Participant deferral / active EE | $5,112 | $3,779+35.3% | $4,656+9.8% | $4,028+26.9% |
| Admin fee / account holder | $1,489 | $6,110-75.6% | $7,492-80.1% | $5,403-72.4% |