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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 | $17,958 | $59,819-70.0% | $79,583-77.4% | $68,490-73.8% |
| Participation rate | 49.2% | 61.1%-11.8pp | 69.5%-20.3pp | 67.9%-18.7pp |
| Annual return | -23.96% | -12.30%-11.7pp | 0.16%-24.1pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,737 | $1,505+15.4% | $2,414-28.0% | $2,597-33.1% |
| Participant deferral / active EE | $3,149 | $3,025+4.1% | $3,986-21.0% | $4,028-21.8% |
| Admin fee / account holder | $3,857 | $4,835-20.2% | $6,835-43.6% | $5,403-28.6% |