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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 | $26,122 | $62,589-58.3% | $76,768-66.0% | $64,173-59.3% |
| Participation rate | 53.7% | 72.8%-19.1pp | 77.0%-23.3pp | 69.6%-15.9pp |
| Annual return | -11.59% | -1.95%-9.6pp | 2.43%-14.0pp | 7.63%-19.2pp |
| Employer contribution / active EE | $794 | $1,832-56.6% | $2,485-68.0% | $2,381-66.6% |
| Participant deferral / active EE | $1,659 | $3,145-47.3% | $3,852-56.9% | $3,470-52.2% |
| Admin fee / account holder | $1,108 | $4,667-76.3% | $6,675-83.4% | $4,887-77.3% |