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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 | $18,645 | $27,632-32.5% | $61,399-69.6% | $68,495-72.8% |
| Participation rate | 16.2% | 39.5%-23.3pp | 52.6%-36.4pp | 67.9%-51.7pp |
| Annual return | -21.18% | -13.24%-7.9pp | 338.81%-360.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $172 | $696-75.3% | $1,159-85.2% | $2,596-93.4% |
| Participant deferral / active EE | $1,794 | $1,264+42.0% | $2,124-15.5% | $4,028-55.4% |
| Admin fee / account holder | $1,321 | $2,010-34.3% | $2,131-38.0% | $5,403-75.6% |