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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 | $75,484 | $84,518-10.7% | $67,704+11.5% | $125,388-39.8% |
| Participation rate | 25.0% | 74.8%-49.8pp | 67.5%-42.5pp | 83.2%-58.2pp |
| Annual return | -6.41% | 2.57%-9.0pp | 25.41%-31.8pp | 282.24%-288.6pp |
| Employer contribution / active EE | $598 | $3,292-81.8% | $2,559-76.6% | $4,866-87.7% |
| Participant deferral / active EE | $2,530 | $4,430-42.9% | $3,585-29.4% | $5,352-52.7% |
| Admin fee / account holder | $807 | $5,340-84.9% | $4,255-81.0% | $9,541-91.5% |