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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 | $17,538 | $53,162-67.0% | $91,227-80.8% | $68,490-74.4% |
| Participation rate | 19.0% | 63.2%-44.2pp | 73.2%-54.1pp | 67.9%-48.8pp |
| Annual return | -20.70% | -3.14%-17.6pp | 114.14%-134.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $543 | $1,709-68.2% | $2,851-81.0% | $2,597-79.1% |
| Participant deferral / active EE | $1,105 | $2,974-62.8% | $4,234-73.9% | $4,028-72.6% |
| Admin fee / account holder | $559 | $4,493-87.5% | $5,423-89.7% | $5,403-89.6% |