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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 | $19,621 | $53,162-63.1% | $91,225-78.5% | $68,486-71.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 73.2%-39.9pp | 67.9%-34.6pp |
| Annual return | -24.21% | -3.14%-21.1pp | 114.12%-138.3pp | -7.85%-16.4pp |
| Employer contribution / active EE | $933 | $1,709-45.4% | $2,851-67.3% | $2,597-64.1% |
| Participant deferral / active EE | $3,207 | $2,974+7.9% | $4,233-24.2% | $4,028-20.4% |
| Admin fee / account holder | $610 | $4,493-86.4% | $5,422-88.7% | $5,404-88.7% |