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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 | $12,906 | $73,839-82.5% | $143,788-91.0% | $68,495-81.2% |
| Participation rate | 63.9% | 66.7%-2.8pp | 80.3%-16.4pp | 67.9%-4.0pp |
| Annual return | -19.79% | 1.01%-20.8pp | -0.03%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $957 | $3,184-69.9% | $4,952-80.7% | $2,596-63.1% |
| Participant deferral / active EE | $2,334 | $3,384-31.0% | $5,638-58.6% | $4,028-42.0% |
| Admin fee / account holder | $596 | $5,755-89.6% | $14,675-95.9% | $5,403-89.0% |