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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 | $28,154 | $69,518-59.5% | $59,887-53.0% | $135,379-79.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.7%-15.9pp | 82.6%-23.8pp |
| Annual return | -11.00% | 7.95%-18.9pp | 3.46%-14.5pp | 519.79%-530.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,817 | $4,204+38.4% | $3,402+71.0% | $5,609+3.7% |
| Admin fee / account holder | $1,397 | $5,734-75.6% | $3,591-61.1% | $10,828-87.1% |