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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 | $21,947 | $76,407-71.3% | $150,298-85.4% | $82,448-73.4% |
| Participation rate | 54.7% | 66.4%-11.7pp | 77.8%-23.0pp | 68.1%-13.4pp |
| Annual return | -15.69% | 39.99%-55.7pp | 62.79%-78.5pp | 41.64%-57.3pp |
| Employer contribution / active EE | $1,264 | $2,614-51.7% | $4,154-69.6% | $2,551-50.5% |
| Participant deferral / active EE | $2,450 | $3,214-23.8% | $5,453-55.1% | $4,139-40.8% |
| Admin fee / account holder | $6,819 | $6,352+7.3% | $14,116-51.7% | $7,234-5.7% |