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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 | $10,613 | $40,275-73.6% | $57,356-81.5% | $59,633-82.2% |
| Participation rate | 31.6% | 69.1%-37.6pp | 75.1%-43.5pp | 68.7%-37.1pp |
| Annual return | -10.10% | 27.52%-37.6pp | 24.41%-34.5pp | 2041.45%-2051.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,479 | $2,400-38.4% | $3,162-53.2% | $3,192-53.6% |
| Admin fee / account holder | $1,094 | $2,820-61.2% | $3,357-67.4% | $4,297-74.5% |