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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 | $81,870 | $73,839+10.9% | $143,788-43.1% | $68,495+19.5% |
| Participation rate | 24.5% | 66.7%-42.2pp | 80.3%-55.8pp | 67.9%-43.4pp |
| Annual return | -31.08% | 1.01%-32.1pp | -0.03%-31.1pp | -7.84%-23.2pp |
| Employer contribution / active EE | $562 | $3,184-82.3% | $4,952-88.6% | $2,596-78.3% |
| Participant deferral / active EE | $1,495 | $3,384-55.8% | $5,638-73.5% | $4,028-62.9% |
| Admin fee / account holder | $501 | $5,755-91.3% | $14,675-96.6% | $5,403-90.7% |