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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 | $17,492 | $59,813-70.8% | $79,580-78.0% | $68,486-74.5% |
| Participation rate | 30.3% | 61.1%-30.7pp | 69.5%-39.2pp | 67.9%-37.6pp |
| Annual return | -19.53% | -12.30%-7.2pp | 0.15%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $738 | $1,505-51.0% | $2,413-69.4% | $2,597-71.6% |
| Participant deferral / active EE | $1,318 | $3,024-56.4% | $3,985-66.9% | $4,028-67.3% |
| Admin fee / account holder | $1,151 | $4,835-76.2% | $6,835-83.2% | $5,404-78.7% |