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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 | $18,191 | $48,267-62.3% | $68,808-73.6% | $68,486-73.4% |
| Participation rate | 41.9% | 60.7%-18.8pp | 69.0%-27.1pp | 67.9%-26.0pp |
| Annual return | -20.12% | -12.70%-7.4pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,213 | $1,829-33.7% | $2,656-54.3% | $2,597-53.3% |
| Participant deferral / active EE | $1,994 | $2,867-30.4% | $3,942-49.4% | $4,028-50.5% |
| Admin fee / account holder | $1,650 | $4,362-62.2% | $4,936-66.6% | $5,404-69.5% |