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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 | $11,400 | $81,331-86.0% | $155,534-92.7% | $80,935-85.9% |
| Participation rate | 28.0% | 66.3%-38.3pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | -105.03% | 33.37%-138.4pp | 64.92%-169.9pp | 35.66%-140.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,740 | $3,454+8.3% | $5,630-33.6% | $4,299-13.0% |
| Admin fee / account holder | $5,296 | $7,999-33.8% | $15,900-66.7% | $6,924-23.5% |