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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 | $13,677 | $48,267-71.7% | $68,808-80.1% | $68,486-80.0% |
| Participation rate | 27.4% | 60.7%-33.2pp | 69.0%-41.6pp | 67.9%-40.5pp |
| Annual return | -21.19% | -12.70%-8.5pp | -6.37%-14.8pp | -7.85%-13.3pp |
| Employer contribution / active EE | $709 | $1,829-61.2% | $2,656-73.3% | $2,597-72.7% |
| Participant deferral / active EE | $1,805 | $2,867-37.0% | $3,942-54.2% | $4,028-55.2% |
| Admin fee / account holder | $398 | $4,362-90.9% | $4,936-91.9% | $5,404-92.6% |