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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 | $13,569 | $42,383-68.0% | $76,518-82.3% | $64,173-78.9% |
| Participation rate | 37.7% | 58.1%-20.4pp | 68.0%-30.3pp | 69.6%-31.8pp |
| Annual return | -10.46% | -16.54%+6.1pp | -0.27%-10.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $909 | $1,563-41.9% | $2,647-65.7% | $2,381-61.8% |
| Participant deferral / active EE | $1,731 | $2,566-32.6% | $3,836-54.9% | $3,470-50.1% |
| Admin fee / account holder | $3,154 | $3,198-1.4% | $4,849-35.0% | $4,887-35.5% |