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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 | $14,911 | $46,697-68.1% | $117,533-87.3% | $68,486-78.2% |
| Participation rate | 43.0% | 56.8%-13.7pp | 70.6%-27.6pp | 67.9%-24.9pp |
| Annual return | -22.75% | -14.52%-8.2pp | 29.77%-52.5pp | -7.85%-14.9pp |
| Employer contribution / active EE | $377 | $1,506-75.0% | $4,179-91.0% | $2,597-85.5% |
| Participant deferral / active EE | $1,606 | $2,637-39.1% | $4,072-60.6% | $4,028-60.1% |
| Admin fee / account holder | $1,543 | $4,023-61.6% | $5,647-72.7% | $5,404-71.4% |