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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 | $14,951 | $91,167-83.6% | $178,498-91.6% | $79,858-81.3% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.1pp | 69.6%-27.8pp |
| Annual return | -0.44% | 24.19%-24.6pp | 151.09%-151.5pp | 31.72%-32.2pp |
| Employer contribution / active EE | $563 | $3,255-82.7% | $5,011-88.8% | $2,471-77.2% |
| Participant deferral / active EE | $2,553 | $3,236-21.1% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $1,482 | $6,747-78.0% | $13,985-89.4% | $5,306-72.1% |