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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 | $13,461 | $43,075-68.7% | $74,577-81.9% | $62,881-78.6% |
| Participation rate | 53.3% | 58.1%-4.7pp | 68.1%-14.8pp | 69.3%-16.0pp |
| Annual return | -14.64% | 17.50%-32.1pp | 20.47%-35.1pp | 20.14%-34.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,528 | $2,389+131.3% | $3,458+59.8% | $3,203+72.6% |
| Admin fee / account holder | $1,898 | $2,840-33.2% | $4,138-54.1% | $4,296-55.8% |