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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 | $29,770 | $73,863-59.7% | $143,797-79.3% | $68,490-56.5% |
| Participation rate | 27.6% | 66.7%-39.1pp | 80.3%-52.7pp | 67.9%-40.3pp |
| Annual return | -21.08% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $624 | $3,185-80.4% | $4,952-87.4% | $2,597-76.0% |
| Participant deferral / active EE | $1,411 | $3,385-58.3% | $5,638-75.0% | $4,028-65.0% |
| Admin fee / account holder | $482 | $5,756-91.6% | $14,679-96.7% | $5,403-91.1% |