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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 | $24,190 | $73,848-67.2% | $143,799-83.2% | $68,486-64.7% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -21.57% | 0.91%-22.5pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,025 | $3,184-67.8% | $4,952-79.3% | $2,597-60.5% |
| Participant deferral / active EE | $2,684 | $3,385-20.7% | $5,638-52.4% | $4,028-33.4% |
| Admin fee / account holder | $1,731 | $5,755-69.9% | $14,677-88.2% | $5,404-68.0% |