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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 | $28,951 | $49,280-41.3% | $67,313-57.0% | $64,173-54.9% |
| Participation rate | 55.1% | 60.8%-5.7pp | 69.1%-14.0pp | 69.6%-14.5pp |
| Annual return | -11.96% | -1.39%-10.6pp | -4.08%-7.9pp | 7.63%-19.6pp |
| Employer contribution / active EE | $3,336 | $1,668+99.9% | $2,566+30.0% | $2,381+40.1% |
| Participant deferral / active EE | $5,199 | $2,484+109.3% | $3,568+45.7% | $3,470+49.8% |
| Admin fee / account holder | $425 | $3,863-89.0% | $4,507-90.6% | $4,887-91.3% |