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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 | $58,572 | $92,219-36.5% | $76,767-23.7% | $135,380-56.7% |
| Participation rate | 22.7% | 79.8%-57.0pp | 77.0%-54.2pp | 82.6%-59.9pp |
| Annual return | -10.29% | 5.46%-15.8pp | 2.43%-12.7pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,177 | $3,216-63.4% | $2,485-52.6% | $4,779-75.4% |
| Participant deferral / active EE | $1,680 | $4,508-62.7% | $3,852-56.4% | $5,609-70.0% |
| Admin fee / account holder | $562 | $10,749-94.8% | $6,675-91.6% | $10,828-94.8% |