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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 | $25,944 | $85,790-69.8% | $67,313-61.5% | $135,379-80.8% |
| Participation rate | 47.8% | 76.5%-28.6pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | -9.90% | -0.54%-9.4pp | -4.08%-5.8pp | 519.79%-529.7pp |
| Employer contribution / active EE | $987 | $3,487-71.7% | $2,566-61.5% | $4,779-79.3% |
| Participant deferral / active EE | $1,583 | $4,651-66.0% | $3,568-55.6% | $5,609-71.8% |
| Admin fee / account holder | $425 | $6,392-93.4% | $4,507-90.6% | $10,828-96.1% |