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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 | $11,507 | $48,267-76.2% | $68,808-83.3% | $68,486-83.2% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 67.9%-37.9pp |
| Annual return | -20.21% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.4pp |
| Employer contribution / active EE | $481 | $1,829-73.7% | $2,656-81.9% | $2,597-81.5% |
| Participant deferral / active EE | $1,178 | $2,867-58.9% | $3,942-70.1% | $4,028-70.8% |
| Admin fee / account holder | $888 | $4,362-79.6% | $4,936-82.0% | $5,404-83.6% |