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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 | $13,849 | $73,839-81.2% | $143,788-90.4% | $68,495-79.8% |
| Participation rate | 52.5% | 66.7%-14.2pp | 80.3%-27.8pp | 67.9%-15.4pp |
| Annual return | -21.77% | 1.01%-22.8pp | -0.03%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,494 | $3,184-53.1% | $4,952-69.8% | $2,596-42.5% |
| Participant deferral / active EE | $4,473 | $3,384+32.2% | $5,638-20.7% | $4,028+11.1% |
| Admin fee / account holder | $945 | $5,755-83.6% | $14,675-93.6% | $5,403-82.5% |