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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 | $18,723 | $50,947-63.2% | $74,549-74.9% | $64,173-70.8% |
| Participation rate | 56.7% | 61.1%-4.3pp | 69.1%-12.4pp | 69.6%-12.9pp |
| Annual return | -10.94% | -1.85%-9.1pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $588 | $1,115-47.3% | $1,961-70.0% | $2,381-75.3% |
| Participant deferral / active EE | $1,793 | $2,302-22.1% | $3,108-42.3% | $3,470-48.3% |
| Admin fee / account holder | $600 | $4,221-85.8% | $5,059-88.1% | $4,887-87.7% |