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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 | $14,305 | $45,872-68.8% | $77,100-81.4% | $68,490-79.1% |
| Participation rate | 15.5% | 55.9%-40.4pp | 67.9%-52.4pp | 67.9%-52.4pp |
| Annual return | -33.27% | 1.73%-35.0pp | 42.35%-75.6pp | -7.85%-25.4pp |
| Employer contribution / active EE | $504 | $1,650-69.4% | $2,815-82.1% | $2,597-80.6% |
| Participant deferral / active EE | $1,057 | $2,963-64.3% | $4,430-76.1% | $4,028-73.8% |
| Admin fee / account holder | $1,493 | $3,041-50.9% | $5,443-72.6% | $5,403-72.4% |