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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 | $12,439 | $81,331-84.7% | $155,534-92.0% | $80,935-84.6% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | -6.73% | 33.37%-40.1pp | 64.92%-71.6pp | 35.66%-42.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,214 | $3,454-35.9% | $5,630-60.7% | $4,299-48.5% |
| Admin fee / account holder | $1,566 | $7,999-80.4% | $15,900-90.2% | $6,924-77.4% |