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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 | $24,692 | $27,632-10.6% | $61,452-59.8% | $68,486-63.9% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -21.35% | -13.24%-8.1pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $529 | $696-24.0% | $1,160-54.4% | $2,597-79.6% |
| Participant deferral / active EE | $897 | $1,264-29.0% | $2,125-57.8% | $4,028-77.7% |
| Admin fee / account holder | $1,312 | $2,010-34.8% | $2,131-38.5% | $5,404-75.7% |