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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 | $39,178 | $76,912-49.1% | $129,110-69.7% | $68,495-42.8% |
| Participation rate | 60.6% | 69.1%-8.5pp | 77.3%-16.6pp | 67.9%-7.3pp |
| Annual return | -19.95% | -9.78%-10.2pp | -10.94%-9.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,862 | $3,243-11.7% | $5,052-43.3% | $2,596+10.2% |
| Participant deferral / active EE | $2,890 | $4,732-38.9% | $6,542-55.8% | $4,028-28.3% |
| Admin fee / account holder | $1,976 | $6,638-70.2% | $14,302-86.2% | $5,403-63.4% |