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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 | $24,227 | $71,878-66.3% | $86,698-72.1% | $68,486-64.6% |
| Participation rate | 61.8% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -19.42% | 3.53%-23.0pp | 35.95%-55.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,287 | $2,173+5.2% | $2,837-19.4% | $2,597-11.9% |
| Participant deferral / active EE | $4,295 | $3,779+13.6% | $4,656-7.8% | $4,028+6.6% |
| Admin fee / account holder | $21,281 | $6,113+248.1% | $7,493+184.0% | $5,404+293.8% |