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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 | $11,718 | $43,344-73.0% | $59,899-80.4% | $64,173-81.7% |
| Participation rate | 32.9% | 69.2%-36.3pp | 74.7%-41.8pp | 69.6%-36.7pp |
| Annual return | -11.47% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $580 | $2,030-71.4% | $2,723-78.7% | $2,381-75.6% |
| Participant deferral / active EE | $1,388 | $2,547-45.5% | $3,402-59.2% | $3,470-60.0% |
| Admin fee / account holder | $2,341 | $3,008-22.2% | $3,592-34.8% | $4,887-52.1% |