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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 | $54,297-61.7% | $97,032-78.6% | $65,306-68.2% |
| Participation rate | 33.0% | 42.3%-9.3pp | 71.6%-38.5pp | 57.7%-24.7pp |
| Annual return | -16.66% | 21.17%-37.8pp | 35.38%-52.0pp | 21.94%-38.6pp |
| Employer contribution / active EE | $476 | $1,365-65.2% | $2,629-81.9% | $1,967-75.8% |
| Participant deferral / active EE | $2,370 | $2,259+4.9% | $4,672-49.3% | $2,959-19.9% |
| Admin fee / account holder | $799 | $3,744-78.7% | $9,418-91.5% | $3,480-77.0% |