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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 | $46,572 | $59,813-22.1% | $79,580-41.5% | $68,486-32.0% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -27.68% | -12.30%-15.4pp | 0.15%-27.8pp | -7.85%-19.8pp |
| Employer contribution / active EE | $1,447 | $1,505-3.9% | $2,413-40.0% | $2,597-44.3% |
| Participant deferral / active EE | $4,738 | $3,024+56.7% | $3,985+18.9% | $4,028+17.6% |
| Admin fee / account holder | $1,085 | $4,835-77.6% | $6,835-84.1% | $5,404-79.9% |