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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 | $13,584 | $91,911-85.2% | $68,612-80.2% | $135,380-90.0% |
| Participation rate | 54.2% | 76.7%-22.6pp | 72.2%-18.1pp | 82.6%-28.5pp |
| Annual return | -10.08% | -8.22%-1.9pp | -4.63%-5.4pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,574 | $3,924-59.9% | $2,625-40.0% | $4,779-67.1% |
| Participant deferral / active EE | $2,153 | $4,315-50.1% | $3,311-35.0% | $5,609-61.6% |
| Admin fee / account holder | $1,185 | $9,240-87.2% | $5,131-76.9% | $10,828-89.1% |