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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 | $47,977 | $76,912-37.6% | $129,118-62.8% | $68,490-30.0% |
| Participation rate | 66.7% | 69.1%-2.5pp | 77.2%-10.6pp | 67.9%-1.2pp |
| Annual return | -19.18% | -9.78%-9.4pp | -10.94%-8.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,582 | $3,243-51.2% | $5,051-68.7% | $2,597-39.1% |
| Participant deferral / active EE | $2,621 | $4,732-44.6% | $6,539-59.9% | $4,028-34.9% |
| Admin fee / account holder | $1,508 | $6,638-77.3% | $14,305-89.5% | $5,403-72.1% |