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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 | $18,588 | $73,848-74.8% | $143,799-87.1% | $68,486-72.9% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.8pp |
| Annual return | -21.81% | 0.91%-22.7pp | -0.04%-21.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,938 | $3,184-7.7% | $4,952-40.7% | $2,597+13.1% |
| Participant deferral / active EE | $2,532 | $3,385-25.2% | $5,638-55.1% | $4,028-37.1% |
| Admin fee / account holder | $1,678 | $5,755-70.8% | $14,677-88.6% | $5,404-68.9% |