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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 | $25,352 | $81,870-69.0% | $119,634-78.8% | $68,490-63.0% |
| Participation rate | 67.3% | 71.9%-4.6pp | 79.3%-12.0pp | 67.9%-0.6pp |
| Annual return | -21.08% | -23.82%+2.7pp | -14.98%-6.1pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,932 | $2,692+8.9% | $4,232-30.7% | $2,597+12.9% |
| Participant deferral / active EE | $7,433 | $4,148+79.2% | $5,601+32.7% | $4,028+84.5% |
| Admin fee / account holder | $498 | $6,583-92.4% | $10,329-95.2% | $5,403-90.8% |