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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 | $16,257 | $42,909-62.1% | $60,906-73.3% | $68,486-76.3% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -20.05% | -13.99%-6.1pp | 16.94%-37.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $807 | $1,979-59.2% | $2,703-70.2% | $2,597-68.9% |
| Participant deferral / active EE | $1,336 | $2,866-53.4% | $3,814-65.0% | $4,028-66.8% |
| Admin fee / account holder | $490 | $3,104-84.2% | $3,227-84.8% | $5,404-90.9% |