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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 | $44,177 | $73,019-39.5% | $90,766-51.3% | $68,490-35.5% |
| Participation rate | 63.2% | 70.8%-7.7pp | 75.7%-12.5pp | 67.9%-4.7pp |
| Annual return | -19.90% | -13.81%-6.1pp | -12.16%-7.7pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,251 | $2,193+2.7% | $2,922-22.9% | $2,597-13.3% |
| Participant deferral / active EE | $4,411 | $3,626+21.6% | $4,565-3.4% | $4,028+9.5% |
| Admin fee / account holder | $1,482 | $5,897-74.9% | $8,446-82.4% | $5,403-72.6% |