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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 | $30,898 | $50,947-39.4% | $74,551-58.6% | $64,173-51.9% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.1%-16.2pp | 69.6%-16.6pp |
| Annual return | -8.39% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,261 | $1,115+13.1% | $1,961-35.7% | $2,381-47.0% |
| Participant deferral / active EE | $2,386 | $2,302+3.7% | $3,108-23.3% | $3,470-31.2% |
| Admin fee / account holder | $985 | $4,221-76.7% | $5,059-80.5% | $4,887-79.8% |