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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 | $24,422 | $59,813-59.2% | $79,580-69.3% | $68,486-64.3% |
| Participation rate | 26.9% | 61.1%-34.1pp | 69.5%-42.6pp | 67.9%-41.0pp |
| Annual return | -23.39% | -12.30%-11.1pp | 0.15%-23.5pp | -7.85%-15.5pp |
| Employer contribution / active EE | $740 | $1,505-50.8% | $2,413-69.3% | $2,597-71.5% |
| Participant deferral / active EE | $1,772 | $3,024-41.4% | $3,985-55.5% | $4,028-56.0% |
| Admin fee / account holder | $473 | $4,835-90.2% | $6,835-93.1% | $5,404-91.2% |