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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 | $18,477 | $73,848-75.0% | $143,799-87.2% | $68,486-73.0% |
| Participation rate | 48.0% | 66.7%-18.7pp | 80.3%-32.3pp | 67.9%-19.9pp |
| Annual return | -24.29% | 0.91%-25.2pp | -0.04%-24.2pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,960 | $3,385+17.0% | $5,638-29.8% | $4,028-1.7% |
| Admin fee / account holder | $1,996 | $5,755-65.3% | $14,677-86.4% | $5,404-63.1% |