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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 | $27,531 | $58,512-52.9% | $84,020-67.2% | $72,983-62.3% |
| Participation rate | 38.7% | 61.2%-22.6pp | 69.0%-30.3pp | 69.5%-30.8pp |
| Annual return | -38.36% | 28.93%-67.3pp | 71.31%-109.7pp | 81.01%-119.4pp |
| Employer contribution / active EE | $498 | $1,163-57.2% | $1,984-74.9% | $2,440-79.6% |
| Participant deferral / active EE | $1,830 | $2,394-23.5% | $3,239-43.5% | $3,608-49.3% |
| Admin fee / account holder | $997 | $4,569-78.2% | $6,101-83.7% | $5,124-80.5% |