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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 | $20,747 | $48,235-57.0% | $68,803-69.8% | $68,490-69.7% |
| Participation rate | 26.7% | 60.7%-34.0pp | 69.0%-42.4pp | 67.9%-41.2pp |
| Annual return | -20.51% | -12.70%-7.8pp | -6.37%-14.1pp | -7.85%-12.7pp |
| Employer contribution / active EE | $756 | $1,829-58.6% | $2,656-71.5% | $2,597-70.9% |
| Participant deferral / active EE | $1,790 | $2,867-37.6% | $3,942-54.6% | $4,028-55.6% |
| Admin fee / account holder | $1,799 | $4,361-58.7% | $4,936-63.5% | $5,403-66.7% |