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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 | $5,426 | $25,979-79.1% | $71,755-92.4% | $68,486-92.1% |
| Participation rate | 16.7% | 54.5%-37.8pp | 62.3%-45.7pp | 67.9%-51.2pp |
| Annual return | -30.72% | -15.10%-15.6pp | 9.09%-39.8pp | -7.85%-22.9pp |
| Employer contribution / active EE | $301 | $900-66.6% | $1,704-82.4% | $2,597-88.4% |
| Participant deferral / active EE | $462 | $1,522-69.6% | $2,656-82.6% | $4,028-88.5% |
| Admin fee / account holder | $873 | $2,022-56.8% | $3,972-78.0% | $5,404-83.8% |