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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 | $11,267 | $73,839-84.7% | $143,788-92.2% | $68,495-83.6% |
| Participation rate | 34.6% | 66.7%-32.1pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -19.36% | 1.01%-20.4pp | -0.03%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $470 | $3,184-85.3% | $4,952-90.5% | $2,596-81.9% |
| Participant deferral / active EE | $1,443 | $3,384-57.4% | $5,638-74.4% | $4,028-64.2% |
| Admin fee / account holder | $1,074 | $5,755-81.3% | $14,675-92.7% | $5,403-80.1% |