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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 | $25,562 | $52,678-51.5% | $75,784-66.3% | $59,633-57.1% |
| Participation rate | 68.6% | 67.2%+1.3pp | 75.8%-7.2pp | 68.7%-0.1pp |
| Annual return | -8.05% | 2.95%-11.0pp | 9.68%-17.7pp | 2041.45%-2049.5pp |
| Employer contribution / active EE | $1,139 | $2,193-48.1% | $3,323-65.7% | $2,203-48.3% |
| Participant deferral / active EE | $2,141 | $2,591-17.4% | $3,652-41.4% | $3,192-32.9% |
| Admin fee / account holder | $1,908 | $3,610-47.1% | $5,300-64.0% | $4,297-55.6% |