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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 | $25,533 | $107,809-76.3% | $90,657-71.8% | $135,380-81.1% |
| Participation rate | 41.7% | 78.0%-36.4pp | 74.0%-32.4pp | 82.6%-41.0pp |
| Annual return | -10.06% | -0.90%-9.2pp | 1.89%-11.9pp | 519.81%-529.9pp |
| Employer contribution / active EE | $585 | $3,018-80.6% | $2,532-76.9% | $4,779-87.7% |
| Participant deferral / active EE | $2,277 | $3,872-41.2% | $3,424-33.5% | $5,609-59.4% |
| Admin fee / account holder | $547 | $5,931-90.8% | $4,994-89.1% | $10,828-94.9% |