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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 | $13,449 | $82,288-83.7% | $68,794-80.5% | $134,509-90.0% |
| Participation rate | 42.1% | 75.1%-33.0pp | 69.0%-26.9pp | 81.2%-39.1pp |
| Annual return | -20.71% | -2.19%-18.5pp | -6.37%-14.3pp | 418.13%-438.8pp |
| Employer contribution / active EE | $902 | $3,301-72.7% | $2,656-66.1% | $4,741-81.0% |
| Participant deferral / active EE | $2,808 | $4,738-40.7% | $3,941-28.8% | $6,400-56.1% |
| Admin fee / account holder | $509 | $6,482-92.2% | $4,934-89.7% | $11,427-95.5% |