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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 | $24,260 | $59,813-59.4% | $79,580-69.5% | $68,486-64.6% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | -20.44% | -12.30%-8.1pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,394 | $1,505-7.4% | $2,413-42.2% | $2,597-46.3% |
| Participant deferral / active EE | $2,647 | $3,024-12.5% | $3,985-33.6% | $4,028-34.3% |
| Admin fee / account holder | $384 | $4,835-92.1% | $6,835-94.4% | $5,404-92.9% |