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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 | $21,961 | $97,020-77.4% | $83,327-73.6% | $135,380-83.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -15.53% | 12.31%-27.8pp | 10.64%-26.2pp | 519.81%-535.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,882 | $5,964+65.7% | $5,565+77.6% | $5,609+76.2% |
| Admin fee / account holder | $2,315 | $8,426-72.5% | $7,540-69.3% | $10,828-78.6% |