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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 | $15,177 | $81,358-81.3% | $155,556-90.2% | $80,959-81.3% |
| Participation rate | 51.4% | 66.3%-14.8pp | 78.2%-26.8pp | 67.7%-16.2pp |
| Annual return | -14.76% | 33.39%-48.1pp | 64.84%-79.6pp | 35.67%-50.4pp |
| Employer contribution / active EE | $894 | $3,106-71.2% | $4,675-80.9% | $2,757-67.6% |
| Participant deferral / active EE | $4,092 | $3,455+18.4% | $5,631-27.3% | $4,300-4.8% |
| Admin fee / account holder | $3,654 | $7,994-54.3% | $15,885-77.0% | $6,925-47.2% |