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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 | $11,721 | $81,331-85.6% | $155,534-92.5% | $80,935-85.5% |
| Participation rate | 22.7% | 66.3%-43.5pp | 78.2%-55.5pp | 67.7%-44.9pp |
| Annual return | -1.03% | 33.37%-34.4pp | 64.92%-65.9pp | 35.66%-36.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $913 | $3,454-73.6% | $5,630-83.8% | $4,299-78.8% |
| Admin fee / account holder | $3,295 | $7,999-58.8% | $15,900-79.3% | $6,924-52.4% |