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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 | $10,517 | $73,863-85.8% | $143,797-92.7% | $68,490-84.6% |
| Participation rate | 27.1% | 66.7%-39.6pp | 80.3%-53.2pp | 67.9%-40.8pp |
| Annual return | -20.30% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $544 | $3,185-82.9% | $4,952-89.0% | $2,597-79.1% |
| Participant deferral / active EE | $1,007 | $3,385-70.3% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $1,269 | $5,756-77.9% | $14,679-91.4% | $5,403-76.5% |