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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 | $29,902 | $112,729-73.5% | $98,716-69.7% | $137,256-78.2% |
| Participation rate | 13.6% | 74.2%-60.6pp | 69.3%-55.7pp | 80.0%-66.3pp |
| Annual return | -17.81% | 38.48%-56.3pp | 31.81%-49.6pp | 220.34%-238.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,336 | $4,640-71.2% | $4,048-67.0% | $6,407-79.1% |
| Admin fee / account holder | $7,349 | $10,129-27.4% | $8,703-15.6% | $12,270-40.1% |