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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 | $16,326 | $42,909-62.0% | $60,906-73.2% | $68,486-76.2% |
| Participation rate | 42.0% | 66.8%-24.8pp | 73.1%-31.1pp | 67.9%-25.9pp |
| Annual return | -20.15% | -13.99%-6.2pp | 16.94%-37.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $955 | $1,979-51.7% | $2,703-64.7% | $2,597-63.2% |
| Participant deferral / active EE | $1,833 | $2,866-36.1% | $3,814-51.9% | $4,028-54.5% |
| Admin fee / account holder | $2,681 | $3,104-13.6% | $3,227-16.9% | $5,404-50.4% |