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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 | $25,747 | $82,448-68.8% | $29,726-13.4% | $82,448-68.8% |
| Participation rate | 9.1% | 68.1%-59.0pp | 59.3%-50.2pp | 68.1%-59.0pp |
| Annual return | -25.15% | 41.64%-66.8pp | 11.11%-36.3pp | 41.64%-66.8pp |
| Employer contribution / active EE | $0 | $2,551-100.0% | $7,751-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,201 | $4,139-71.0% | $10,876-89.0% | $4,139-71.0% |
| Admin fee / account holder | $7,490 | $7,234+3.5% | $2,261+231.2% | $7,234+3.5% |