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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 | $10,388 | $73,863-85.9% | $143,797-92.8% | $68,490-84.8% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | -22.00% | 0.91%-22.9pp | -0.04%-22.0pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,578 | $3,185-50.5% | $4,952-68.1% | $2,597-39.2% |
| Participant deferral / active EE | $2,743 | $3,385-18.9% | $5,638-51.3% | $4,028-31.9% |
| Admin fee / account holder | $357 | $5,756-93.8% | $14,679-97.6% | $5,403-93.4% |