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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 | $26,654 | $49,280-45.9% | $67,313-60.4% | $64,173-58.5% |
| Participation rate | 64.6% | 60.8%+3.8pp | 69.1%-4.5pp | 69.6%-5.0pp |
| Annual return | -9.23% | -1.39%-7.8pp | -4.08%-5.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,754 | $1,668+5.1% | $2,566-31.6% | $2,381-26.3% |
| Participant deferral / active EE | $3,446 | $2,484+38.7% | $3,568-3.4% | $3,470-0.7% |
| Admin fee / account holder | $5,206 | $3,863+34.8% | $4,507+15.5% | $4,887+6.5% |