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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 | $17,235 | $54,355-68.3% | $82,744-79.2% | $68,486-74.8% |
| Participation rate | 42.4% | 63.9%-21.6pp | 72.6%-30.2pp | 67.9%-25.5pp |
| Annual return | -22.71% | -13.67%-9.0pp | 702.22%-724.9pp | -7.85%-14.9pp |
| Employer contribution / active EE | $390 | $2,219-82.4% | $3,008-87.0% | $2,597-85.0% |
| Participant deferral / active EE | $1,019 | $3,246-68.6% | $4,395-76.8% | $4,028-74.7% |
| Admin fee / account holder | $448 | $4,397-89.8% | $5,325-91.6% | $5,404-91.7% |