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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 | $23,474 | $73,848-68.2% | $143,799-83.7% | $68,486-65.7% |
| Participation rate | 46.9% | 66.7%-19.7pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -20.51% | 0.91%-21.4pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,094 | $3,385+21.0% | $5,638-27.4% | $4,028+1.6% |
| Admin fee / account holder | $1,124 | $5,755-80.5% | $14,677-92.3% | $5,404-79.2% |