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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 | $23,465 | $61,660-61.9% | $80,022-70.7% | $64,181-63.4% |
| Participation rate | 55.8% | 71.7%-15.9pp | 75.8%-20.0pp | 69.6%-13.8pp |
| Annual return | -10.43% | -0.33%-10.1pp | 11.22%-21.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $530 | $1,810-70.7% | $2,468-78.5% | $2,381-77.7% |
| Participant deferral / active EE | $2,173 | $2,968-26.8% | $3,686-41.0% | $3,470-37.4% |
| Admin fee / account holder | $357 | $5,417-93.4% | $6,521-94.5% | $4,887-92.7% |