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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 | $8,002 | $35,183-77.3% | $73,550-89.1% | $70,126-88.6% |
| Participation rate | 25.0% | 42.9%-17.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | -5.94% | 26.90%-32.8pp | -15.16%+9.2pp | 73.15%-79.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,767 | $1,220+44.8% | $1,804-2.1% | $3,332-47.0% |
| Admin fee / account holder | $1,104 | $2,302-52.1% | $2,320-52.4% | $4,645-76.2% |