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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 | $17,036 | $47,944-64.5% | $67,834-74.9% | $62,881-72.9% |
| Participation rate | 31.0% | 61.1%-30.1pp | 68.8%-37.8pp | 69.3%-38.4pp |
| Annual return | -4.24% | 11.77%-16.0pp | 138.47%-142.7pp | 20.14%-24.4pp |
| Employer contribution / active EE | $748 | $1,562-52.1% | $2,403-68.9% | $2,281-67.2% |
| Participant deferral / active EE | $1,142 | $2,247-49.2% | $3,160-63.9% | $3,203-64.3% |
| Admin fee / account holder | $1,607 | $3,712-56.7% | $4,622-65.2% | $4,296-62.6% |