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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 | $17,581 | $91,179-80.7% | $178,499-90.2% | $79,852-78.0% |
| Participation rate | 54.3% | 69.2%-14.9pp | 81.9%-27.6pp | 69.6%-15.3pp |
| Annual return | -7.30% | 24.19%-31.5pp | 151.10%-158.4pp | 31.72%-39.0pp |
| Employer contribution / active EE | $466 | $3,256-85.7% | $5,011-90.7% | $2,471-81.2% |
| Participant deferral / active EE | $1,056 | $3,236-67.4% | $5,202-79.7% | $3,740-71.8% |
| Admin fee / account holder | $4,651 | $6,749-31.1% | $13,986-66.7% | $5,306-12.4% |