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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 | $12,527 | $40,264-68.9% | $57,349-78.2% | $59,633-79.0% |
| Participation rate | 48.5% | 69.2%-20.7pp | 75.1%-26.6pp | 68.7%-20.2pp |
| Annual return | -3.62% | 27.51%-31.1pp | 24.40%-28.0pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $847 | $1,922-55.9% | $2,689-68.5% | $2,203-61.6% |
| Participant deferral / active EE | $1,599 | $2,400-33.4% | $3,162-49.4% | $3,192-49.9% |
| Admin fee / account holder | $389 | $2,819-86.2% | $3,356-88.4% | $4,297-91.0% |