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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 | $18,446 | $45,872-59.8% | $77,096-76.1% | $68,486-73.1% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | -21.10% | 1.73%-22.8pp | 42.35%-63.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,298 | $2,963+45.1% | $4,429-3.0% | $4,028+6.7% |
| Admin fee / account holder | $7,552 | $3,041+148.3% | $5,428+39.1% | $5,404+39.8% |