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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 | $10,601 | $48,235-78.0% | $68,803-84.6% | $68,490-84.5% |
| Participation rate | 39.1% | 60.7%-21.5pp | 69.0%-29.9pp | 67.9%-28.8pp |
| Annual return | -22.12% | -12.70%-9.4pp | -6.37%-15.8pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,283 | $1,829-29.8% | $2,656-51.7% | $2,597-50.6% |
| Participant deferral / active EE | $2,804 | $2,867-2.2% | $3,942-28.9% | $4,028-30.4% |
| Admin fee / account holder | $542 | $4,361-87.6% | $4,936-89.0% | $5,403-90.0% |