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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 | $16,918 | $65,083-74.0% | $143,788-88.2% | $66,930-74.7% |
| Participation rate | 30.9% | 65.2%-34.3pp | 80.3%-49.4pp | 69.8%-38.9pp |
| Annual return | -21.32% | -11.13%-10.2pp | -0.03%-21.3pp | 1.57%-22.9pp |
| Employer contribution / active EE | $785 | $2,361-66.7% | $4,952-84.1% | $2,545-69.1% |
| Participant deferral / active EE | $1,188 | $2,920-59.3% | $5,638-78.9% | $4,238-72.0% |
| Admin fee / account holder | $895 | $502+78.2% | $14,675-93.9% | $593+50.9% |