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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 | $8,661 | $45,872-81.1% | $77,081-88.8% | $68,495-87.4% |
| Participation rate | 28.1% | 55.9%-27.8pp | 67.9%-39.8pp | 67.9%-39.8pp |
| Annual return | -26.79% | 1.73%-28.5pp | 42.33%-69.1pp | -7.84%-18.9pp |
| Employer contribution / active EE | $894 | $1,650-45.8% | $2,813-68.2% | $2,596-65.6% |
| Participant deferral / active EE | $1,765 | $2,963-40.4% | $4,428-60.1% | $4,028-56.2% |
| Admin fee / account holder | $329 | $3,041-89.2% | $5,427-93.9% | $5,403-93.9% |