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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 | $15,967 | $48,267-66.9% | $68,808-76.8% | $68,486-76.7% |
| Participation rate | 62.9% | 60.7%+2.2pp | 69.0%-6.2pp | 67.9%-5.0pp |
| Annual return | -22.73% | -12.70%-10.0pp | -6.37%-16.4pp | -7.85%-14.9pp |
| Employer contribution / active EE | $1,116 | $1,829-39.0% | $2,656-58.0% | $2,597-57.0% |
| Participant deferral / active EE | $2,719 | $2,867-5.1% | $3,942-31.0% | $4,028-32.5% |
| Admin fee / account holder | $468 | $4,362-89.3% | $4,936-90.5% | $5,404-91.3% |