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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 | $28,542 | $53,546-46.7% | $69,884-59.2% | $68,486-58.3% |
| Participation rate | 23.4% | 64.5%-41.1pp | 70.5%-47.1pp | 67.9%-44.5pp |
| Annual return | -20.19% | -13.87%-6.3pp | 190.81%-211.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,830 | $2,957-38.1% | $3,848-52.4% | $4,028-54.6% |
| Admin fee / account holder | $2,995 | $4,693-36.2% | $6,266-52.2% | $5,404-44.6% |