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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 | $19,585 | $59,834-67.3% | $79,576-75.4% | $68,495-71.4% |
| Participation rate | 23.3% | 61.1%-37.7pp | 69.5%-46.2pp | 67.9%-44.6pp |
| Annual return | -20.01% | -12.30%-7.7pp | 0.15%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $437 | $1,505-71.0% | $2,413-81.9% | $2,596-83.2% |
| Participant deferral / active EE | $1,388 | $3,024-54.1% | $3,985-65.2% | $4,028-65.5% |
| Admin fee / account holder | $571 | $4,835-88.2% | $6,834-91.7% | $5,403-89.4% |