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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 | $21,245 | $64,719-67.2% | $112,249-81.1% | $68,486-69.0% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -21.81% | -11.40%-10.4pp | 27.48%-49.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,730 | $2,747-37.0% | $3,636-52.4% | $2,597-33.4% |
| Participant deferral / active EE | $4,185 | $3,565+17.4% | $4,729-11.5% | $4,028+3.9% |
| Admin fee / account holder | $1,876 | $5,232-64.1% | $6,412-70.7% | $5,404-65.3% |