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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 | $12,594 | $73,848-82.9% | $143,799-91.2% | $68,486-81.6% |
| Participation rate | 67.5% | 66.7%+0.8pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -21.35% | 0.91%-22.3pp | -0.04%-21.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,252 | $3,184-60.7% | $4,952-74.7% | $2,597-51.8% |
| Participant deferral / active EE | $2,626 | $3,385-22.4% | $5,638-53.4% | $4,028-34.8% |
| Admin fee / account holder | $824 | $5,755-85.7% | $14,677-94.4% | $5,404-84.7% |