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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 | $17,711 | $42,383-58.2% | $76,518-76.9% | $64,173-72.4% |
| Participation rate | 22.2% | 58.1%-35.9pp | 68.0%-45.8pp | 69.6%-47.3pp |
| Annual return | -16.90% | -16.54%-0.4pp | -0.27%-16.6pp | 7.63%-24.5pp |
| Employer contribution / active EE | $516 | $1,563-67.0% | $2,647-80.5% | $2,381-78.3% |
| Participant deferral / active EE | $1,195 | $2,566-53.4% | $3,836-68.8% | $3,470-65.6% |
| Admin fee / account holder | $544 | $3,198-83.0% | $4,849-88.8% | $4,887-88.9% |