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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 | $11,567 | $77,908-85.2% | $149,696-92.3% | $75,173-84.6% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | -0.66% | 31.73%-32.4pp | 134.46%-135.1pp | 160.72%-161.4pp |
| Employer contribution / active EE | $727 | $3,138-76.8% | $4,821-84.9% | $2,671-72.8% |
| Participant deferral / active EE | $1,460 | $3,411-57.2% | $5,682-74.3% | $4,126-64.6% |
| Admin fee / account holder | $1,704 | $5,950-71.4% | $13,212-87.1% | $5,651-69.8% |