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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 | $34,340 | $64,719-46.9% | $112,249-69.4% | $68,486-49.9% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -22.08% | -11.40%-10.7pp | 27.48%-49.6pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,863 | $2,747-32.2% | $3,636-48.8% | $2,597-28.3% |
| Participant deferral / active EE | $6,837 | $3,565+91.8% | $4,729+44.6% | $4,028+69.8% |
| Admin fee / account holder | $849 | $5,232-83.8% | $6,412-86.8% | $5,404-84.3% |