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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 | $21,147 | $39,162-46.0% | $100,671-79.0% | $59,633-64.5% |
| Participation rate | 16.5% | 55.9%-39.4pp | 70.7%-54.2pp | 68.7%-52.2pp |
| Annual return | -2.76% | 21.07%-23.8pp | 20.43%-23.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $343 | $1,151-70.2% | $4,012-91.4% | $2,203-84.4% |
| Participant deferral / active EE | $774 | $1,992-61.1% | $3,144-75.4% | $3,192-75.7% |
| Admin fee / account holder | $580 | $2,969-80.5% | $4,850-88.0% | $4,297-86.5% |