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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 | $24,909 | $59,819-58.4% | $79,583-68.7% | $68,490-63.6% |
| Participation rate | 34.1% | 61.1%-27.0pp | 69.5%-35.4pp | 67.9%-33.8pp |
| Annual return | -20.63% | -12.30%-8.3pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $927 | $1,505-38.5% | $2,414-61.6% | $2,597-64.3% |
| Participant deferral / active EE | $1,856 | $3,025-38.6% | $3,986-53.4% | $4,028-53.9% |
| Admin fee / account holder | $406 | $4,835-91.6% | $6,835-94.1% | $5,403-92.5% |