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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 | $25,076 | $53,162-52.8% | $91,225-72.5% | $68,486-63.4% |
| Participation rate | 52.0% | 63.2%-11.2pp | 73.2%-21.2pp | 67.9%-15.9pp |
| Annual return | -20.31% | -3.14%-17.2pp | 114.12%-134.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,338 | $1,709+36.8% | $2,851-18.0% | $2,597-10.0% |
| Participant deferral / active EE | $4,241 | $2,974+42.6% | $4,233+0.2% | $4,028+5.3% |
| Admin fee / account holder | $569 | $4,493-87.3% | $5,422-89.5% | $5,404-89.5% |