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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 | $28,230 | $27,632+2.2% | $61,399-54.0% | $68,495-58.8% |
| Participation rate | 13.2% | 39.5%-26.3pp | 52.6%-39.4pp | 67.9%-54.7pp |
| Annual return | -21.19% | -13.24%-8.0pp | 338.81%-360.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $564 | $696-19.0% | $1,159-51.4% | $2,596-78.3% |
| Participant deferral / active EE | $970 | $1,264-23.2% | $2,124-54.3% | $4,028-75.9% |
| Admin fee / account holder | $1,869 | $2,010-7.0% | $2,131-12.3% | $5,403-65.4% |