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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 | $42,234 | $21,389+97.5% | - | $68,490-38.3% |
| Participation rate | 18.8% | 40.8%-22.0pp | - | 67.9%-49.1pp |
| Annual return | -19.09% | -15.84%-3.3pp | - | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,597-100.0% |
| Participant deferral / active EE | $2,198 | $1,547+42.0% | - | $4,028-45.4% |
| Admin fee / account holder | $1,124 | $2,251-50.0% | - | $5,403-79.2% |