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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 | $19,481 | $97,027-79.9% | $83,323-76.6% | $135,382-85.6% |
| Participation rate | 63.2% | 80.4%-17.3pp | 77.8%-14.6pp | 82.6%-19.5pp |
| Annual return | -14.22% | 12.31%-26.5pp | 10.63%-24.9pp | 519.77%-534.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,061 | $5,964+51.9% | $5,565+62.8% | $5,609+61.5% |
| Admin fee / account holder | $407 | $8,427-95.2% | $7,539-94.6% | $10,829-96.2% |