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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 | $22,155 | $46,697-52.6% | $117,533-81.2% | $68,486-67.7% |
| Participation rate | 25.3% | 56.8%-31.5pp | 70.6%-45.3pp | 67.9%-42.6pp |
| Annual return | -24.67% | -14.52%-10.2pp | 29.77%-54.4pp | -7.85%-16.8pp |
| Employer contribution / active EE | $573 | $1,506-61.9% | $4,179-86.3% | $2,597-77.9% |
| Participant deferral / active EE | $1,486 | $2,637-43.7% | $4,072-63.5% | $4,028-63.1% |
| Admin fee / account holder | $2,840 | $4,023-29.4% | $5,647-49.7% | $5,404-47.4% |