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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 | $52,045 | $81,870-36.4% | $119,634-56.5% | $68,490-24.0% |
| Participation rate | 61.8% | 71.9%-10.1pp | 79.3%-17.5pp | 67.9%-6.1pp |
| Annual return | -23.52% | -23.82%+0.3pp | -14.98%-8.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,660 | $2,692-38.3% | $4,232-60.8% | $2,597-36.1% |
| Participant deferral / active EE | $4,342 | $4,148+4.7% | $5,601-22.5% | $4,028+7.8% |
| Admin fee / account holder | $1,273 | $6,583-80.7% | $10,329-87.7% | $5,403-76.4% |