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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 | $22,680 | $77,817-70.9% | $123,553-81.6% | $64,173-64.7% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -13.87% | 12.49%-26.4pp | 119.21%-133.1pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,581 | $3,014-47.5% | $4,628-65.8% | $2,381-33.6% |
| Participant deferral / active EE | $3,028 | $5,240-42.2% | $6,426-52.9% | $3,470-12.7% |
| Admin fee / account holder | $1,491 | $5,519-73.0% | $9,284-83.9% | $4,887-69.5% |