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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 | $55,099 | $64,719-14.9% | $112,249-50.9% | $68,486-19.5% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.2pp |
| Annual return | -21.04% | -11.40%-9.6pp | 27.48%-48.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $3,322 | $2,747+20.9% | $3,636-8.6% | $2,597+27.9% |
| Participant deferral / active EE | $3,756 | $3,565+5.3% | $4,729-20.6% | $4,028-6.8% |
| Admin fee / account holder | $392 | $5,232-92.5% | $6,412-93.9% | $5,404-92.7% |