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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 | $47,652 | $113,941-58.2% | $94,229-49.4% | $125,389-62.0% |
| Participation rate | 21.4% | 82.9%-61.5pp | 78.8%-57.3pp | 83.2%-61.8pp |
| Annual return | -10.30% | 5.29%-15.6pp | 10.68%-21.0pp | 282.24%-292.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,361 | $5,179-35.1% | $4,320-22.2% | $5,352-37.2% |
| Admin fee / account holder | $6,418 | $8,392-23.5% | $6,269+2.4% | $9,541-32.7% |