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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 | $42,876 | $73,009-41.3% | $90,756-52.8% | $68,495-37.4% |
| Participation rate | 63.6% | 70.8%-7.2pp | 75.7%-12.1pp | 67.9%-4.3pp |
| Annual return | -20.24% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,517 | $2,193-30.8% | $2,922-48.1% | $2,596-41.6% |
| Participant deferral / active EE | $3,667 | $3,626+1.1% | $4,565-19.7% | $4,028-9.0% |
| Admin fee / account holder | $1,794 | $5,896-69.6% | $8,445-78.8% | $5,403-66.8% |