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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 | $21,007 | $77,638-72.9% | $156,551-86.6% | $62,881-66.6% |
| Participation rate | 49.5% | 71.2%-21.7pp | 84.0%-34.5pp | 69.3%-19.8pp |
| Annual return | -2.26% | 50.33%-52.6pp | 32.23%-34.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $981 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $1,478 | $3,046-51.5% | $4,871-69.7% | $3,203-53.9% |
| Admin fee / account holder | $930 | $5,561-83.3% | $13,028-92.9% | $4,296-78.4% |