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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 | $17,706 | $87,542-79.8% | $75,782-76.6% | $125,393-85.9% |
| Participation rate | 53.8% | 80.2%-26.3pp | 75.8%-22.0pp | 83.2%-29.3pp |
| Annual return | -5.36% | 13.48%-18.8pp | 9.68%-15.0pp | 282.23%-287.6pp |
| Employer contribution / active EE | $817 | $3,930-79.2% | $3,323-75.4% | $4,866-83.2% |
| Participant deferral / active EE | $2,715 | $4,229-35.8% | $3,652-25.6% | $5,351-49.3% |
| Admin fee / account holder | $580 | $6,502-91.1% | $5,300-89.1% | $9,541-93.9% |