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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 | $30,899 | $53,546-42.3% | $69,884-55.8% | $68,486-54.9% |
| Participation rate | 16.2% | 64.5%-48.3pp | 70.5%-54.3pp | 67.9%-51.7pp |
| Annual return | -23.74% | -13.87%-9.9pp | 190.81%-214.6pp | -7.85%-15.9pp |
| Employer contribution / active EE | $506 | $2,019-74.9% | $2,560-80.2% | $2,597-80.5% |
| Participant deferral / active EE | $1,382 | $2,957-53.2% | $3,848-64.1% | $4,028-65.7% |
| Admin fee / account holder | $466 | $4,693-90.1% | $6,266-92.6% | $5,404-91.4% |