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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 | $28,909 | $73,102-60.5% | $123,553-76.6% | $56,289-48.6% |
| Participation rate | 53.1% | 74.3%-21.2pp | 82.3%-29.2pp | 69.9%-16.8pp |
| Annual return | -9.41% | 3.01%-12.4pp | 119.21%-128.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,156 | $5,423-4.9% | $6,426-19.8% | $3,350+53.9% |
| Admin fee / account holder | $1,707 | $554+208.3% | $9,284-81.6% | $521+227.7% |