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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 | $11,429 | $73,863-84.5% | $143,797-92.1% | $68,490-83.3% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -42.82% | 0.91%-43.7pp | -0.04%-42.8pp | -7.85%-35.0pp |
| Employer contribution / active EE | $1,565 | $3,185-50.9% | $4,952-68.4% | $2,597-39.7% |
| Participant deferral / active EE | $1,411 | $3,385-58.3% | $5,638-75.0% | $4,028-65.0% |
| Admin fee / account holder | $1,653 | $5,756-71.3% | $14,679-88.7% | $5,403-69.4% |