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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 | $27,282 | $49,177-44.5% | $79,476-65.7% | $64,181-57.5% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | -9.10% | -1.16%-7.9pp | 718.21%-727.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,009 | $2,076-51.4% | $2,800-64.0% | $2,381-57.6% |
| Participant deferral / active EE | $1,781 | $2,821-36.9% | $3,704-51.9% | $3,470-48.7% |
| Admin fee / account holder | $988 | $3,839-74.3% | $5,113-80.7% | $4,887-79.8% |