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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 | $14,379 | $45,872-68.7% | $77,100-81.4% | $68,490-79.0% |
| Participation rate | 16.3% | 55.9%-39.7pp | 67.9%-51.7pp | 67.9%-51.6pp |
| Annual return | -20.68% | 1.73%-22.4pp | 42.35%-63.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $257 | $1,650-84.4% | $2,815-90.9% | $2,597-90.1% |
| Participant deferral / active EE | $869 | $2,963-70.7% | $4,430-80.4% | $4,028-78.4% |
| Admin fee / account holder | $1,505 | $3,041-50.5% | $5,443-72.4% | $5,403-72.1% |