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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 | $20,813 | $46,697-55.4% | $117,529-82.3% | $68,490-69.6% |
| Participation rate | 37.3% | 56.8%-19.5pp | 70.6%-33.3pp | 67.9%-30.6pp |
| Annual return | -25.51% | -14.52%-11.0pp | 29.77%-55.3pp | -7.85%-17.7pp |
| Employer contribution / active EE | $875 | $1,506-41.9% | $4,179-79.1% | $2,597-66.3% |
| Participant deferral / active EE | $1,362 | $2,637-48.4% | $4,072-66.6% | $4,028-66.2% |
| Admin fee / account holder | $2,652 | $4,023-34.1% | $5,645-53.0% | $5,403-50.9% |