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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 | $14,826 | $95,188-84.4% | $76,518-80.6% | $135,380-89.0% |
| Participation rate | 35.0% | 74.4%-39.4pp | 68.0%-33.0pp | 82.6%-47.6pp |
| Annual return | -12.29% | 4.85%-17.1pp | -0.27%-12.0pp | 519.81%-532.1pp |
| Employer contribution / active EE | $604 | $3,303-81.7% | $2,647-77.2% | $4,779-87.4% |
| Participant deferral / active EE | $2,537 | $4,640-45.3% | $3,836-33.9% | $5,609-54.8% |
| Admin fee / account holder | $428 | $6,249-93.2% | $4,849-91.2% | $10,828-96.0% |