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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 | $21,613 | $54,726-60.5% | $68,793-68.6% | $64,181-66.3% |
| Participation rate | 43.9% | 68.0%-24.1pp | 72.2%-28.3pp | 69.6%-25.7pp |
| Annual return | -8.34% | -1.62%-6.7pp | -4.63%-3.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $716 | $1,846-61.2% | $2,625-72.7% | $2,381-69.9% |
| Participant deferral / active EE | $1,706 | $2,626-35.0% | $3,311-48.5% | $3,470-50.8% |
| Admin fee / account holder | $868 | $4,027-78.5% | $5,131-83.1% | $4,887-82.2% |