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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 | $10,105 | $73,863-86.3% | $143,797-93.0% | $68,490-85.2% |
| Participation rate | 44.7% | 66.7%-21.9pp | 80.3%-35.6pp | 67.9%-23.2pp |
| Annual return | -20.90% | 0.91%-21.8pp | -0.04%-20.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $688 | $3,185-78.4% | $4,952-86.1% | $2,597-73.5% |
| Participant deferral / active EE | $2,153 | $3,385-36.4% | $5,638-61.8% | $4,028-46.6% |
| Admin fee / account holder | $1,561 | $5,756-72.9% | $14,679-89.4% | $5,403-71.1% |