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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 | $20,793 | $45,312-54.1% | $86,233-75.9% | $67,986-69.4% |
| Participation rate | 33.0% | 42.4%-9.4pp | 69.0%-36.0pp | 57.2%-24.2pp |
| Annual return | -16.66% | 24.79%-41.4pp | 61.39%-78.0pp | 31.67%-48.3pp |
| Employer contribution / active EE | $476 | $1,160-59.0% | $2,504-81.0% | $2,019-76.4% |
| Participant deferral / active EE | $2,370 | $2,185+8.5% | $4,559-48.0% | $3,358-29.4% |
| Admin fee / account holder | $799 | $3,295-75.8% | $8,342-90.4% | $3,203-75.1% |