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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 | $19,520 | $52,678-62.9% | $75,784-74.2% | $59,633-67.3% |
| Participation rate | 45.9% | 67.2%-21.3pp | 75.8%-29.9pp | 68.7%-22.8pp |
| Annual return | -3.29% | 2.95%-6.2pp | 9.68%-13.0pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $381 | $2,193-82.6% | $3,323-88.5% | $2,203-82.7% |
| Participant deferral / active EE | $1,634 | $2,591-36.9% | $3,652-55.2% | $3,192-48.8% |
| Admin fee / account holder | $961 | $3,610-73.4% | $5,300-81.9% | $4,297-77.6% |