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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 | $11,535 | $95,915-88.0% | $79,580-85.5% | $134,532-91.4% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -22.23% | -2.71%-19.5pp | 0.15%-22.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $571 | $3,129-81.8% | $2,413-76.3% | $4,741-88.0% |
| Participant deferral / active EE | $1,257 | $4,693-73.2% | $3,985-68.5% | $6,401-80.4% |
| Admin fee / account holder | $708 | $9,132-92.2% | $6,835-89.6% | $11,429-93.8% |