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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 | $12,763 | $40,275-68.3% | $57,356-77.7% | $59,633-78.6% |
| Participation rate | 31.9% | 69.1%-37.2pp | 75.1%-43.2pp | 68.7%-36.8pp |
| Annual return | -9.65% | 27.52%-37.2pp | 24.41%-34.1pp | 2041.45%-2051.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,171 | $2,400-51.2% | $3,162-63.0% | $3,192-63.3% |
| Admin fee / account holder | $891 | $2,820-68.4% | $3,357-73.5% | $4,297-79.3% |