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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 | $13,336 | $42,383-68.5% | $76,518-82.6% | $64,173-79.2% |
| Participation rate | 20.3% | 58.1%-37.9pp | 68.0%-47.7pp | 69.6%-49.3pp |
| Annual return | -44.86% | -16.54%-28.3pp | -0.27%-44.6pp | 7.63%-52.5pp |
| Employer contribution / active EE | $588 | $1,563-62.4% | $2,647-77.8% | $2,381-75.3% |
| Participant deferral / active EE | $917 | $2,566-64.3% | $3,836-76.1% | $3,470-73.6% |
| Admin fee / account holder | $982 | $3,198-69.3% | $4,849-79.7% | $4,887-79.9% |