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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 | $24,411 | $64,719-62.3% | $112,249-78.3% | $68,486-64.4% |
| Participation rate | 36.8% | 67.2%-30.3pp | 75.1%-38.2pp | 67.9%-31.1pp |
| Annual return | -21.10% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.2pp |
| Employer contribution / active EE | $962 | $2,747-65.0% | $3,636-73.5% | $2,597-63.0% |
| Participant deferral / active EE | $1,814 | $3,565-49.1% | $4,729-61.6% | $4,028-55.0% |
| Admin fee / account holder | $1,192 | $5,232-77.2% | $6,412-81.4% | $5,404-77.9% |