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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 | $19,360 | $57,350-66.2% | $83,850-76.9% | $64,181-69.8% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -9.34% | 11.38%-20.7pp | 850.92%-860.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $924 | $2,545-63.7% | $3,631-74.5% | $2,381-61.2% |
| Participant deferral / active EE | $1,330 | $2,993-55.6% | $4,082-67.4% | $3,470-61.7% |
| Admin fee / account holder | $586 | $4,046-85.5% | $5,478-89.3% | $4,887-88.0% |