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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 | $8,598 | $48,267-82.2% | $68,794-87.5% | $68,495-87.4% |
| Participation rate | 41.2% | 60.7%-19.5pp | 69.0%-27.8pp | 67.9%-26.7pp |
| Annual return | -25.33% | -12.70%-12.6pp | -6.37%-19.0pp | -7.84%-17.5pp |
| Employer contribution / active EE | $733 | $1,829-59.9% | $2,656-72.4% | $2,596-71.8% |
| Participant deferral / active EE | $2,225 | $2,867-22.4% | $3,941-43.5% | $4,028-44.7% |
| Admin fee / account holder | $629 | $4,362-85.6% | $4,934-87.3% | $5,403-88.4% |