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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 | $15,289 | $54,355-71.9% | $82,744-81.5% | $68,486-77.7% |
| Participation rate | 29.5% | 63.9%-34.4pp | 72.6%-43.0pp | 67.9%-38.3pp |
| Annual return | -21.71% | -13.67%-8.0pp | 702.22%-723.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $500 | $2,219-77.5% | $3,008-83.4% | $2,597-80.7% |
| Participant deferral / active EE | $1,426 | $3,246-56.1% | $4,395-67.6% | $4,028-64.6% |
| Admin fee / account holder | $1,205 | $4,397-72.6% | $5,325-77.4% | $5,404-77.7% |