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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 | $35,244 | $77,816-54.7% | $123,552-71.5% | $64,173-45.1% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -9.91% | 12.49%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,634 | $3,014-12.6% | $4,628-43.1% | $2,381+10.6% |
| Participant deferral / active EE | $2,561 | $5,240-51.1% | $6,426-60.1% | $3,470-26.2% |
| Admin fee / account holder | $2,770 | $5,519-49.8% | $9,285-70.2% | $4,887-43.3% |