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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 | $18,566 | $81,331-77.2% | $155,534-88.1% | $80,935-77.1% |
| Participation rate | 23.7% | 66.3%-42.6pp | 78.2%-54.5pp | 67.7%-44.0pp |
| Annual return | -4.56% | 33.37%-37.9pp | 64.92%-69.5pp | 35.66%-40.2pp |
| Employer contribution / active EE | $620 | $3,105-80.0% | $4,675-86.7% | $2,757-77.5% |
| Participant deferral / active EE | $1,108 | $3,454-67.9% | $5,630-80.3% | $4,299-74.2% |
| Admin fee / account holder | $1,531 | $7,999-80.9% | $15,900-90.4% | $6,924-77.9% |