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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 | $21,802 | $39,162-44.3% | $100,671-78.3% | $59,633-63.4% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | -3.04% | 21.07%-24.1pp | 20.43%-23.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $360 | $1,151-68.7% | $4,012-91.0% | $2,203-83.7% |
| Participant deferral / active EE | $772 | $1,992-61.3% | $3,144-75.5% | $3,192-75.8% |
| Admin fee / account holder | $949 | $2,969-68.0% | $4,850-80.4% | $4,297-77.9% |