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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 | $11,795 | $42,383-72.2% | $76,518-84.6% | $64,173-81.6% |
| Participation rate | 33.9% | 58.1%-24.3pp | 68.0%-34.1pp | 69.6%-35.7pp |
| Annual return | -9.80% | -16.54%+6.7pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,102 | $2,566-57.1% | $3,836-71.3% | $3,470-68.2% |
| Admin fee / account holder | $3,109 | $3,198-2.8% | $4,849-35.9% | $4,887-36.4% |