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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 | $10,509 | $30,732-65.8% | $59,496-82.3% | $59,633-82.4% |
| Participation rate | 21.2% | 43.2%-22.1pp | 54.6%-33.4pp | 68.7%-47.5pp |
| Annual return | -3.53% | 4.47%-8.0pp | 182.05%-185.6pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $440 | $631-30.3% | $1,153-61.9% | $2,203-80.0% |
| Participant deferral / active EE | $978 | $1,183-17.4% | $1,829-46.6% | $3,192-69.4% |
| Admin fee / account holder | $1,789 | $2,136-16.2% | $2,232-19.8% | $4,297-58.4% |