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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 | $10,266 | $73,863-86.1% | $143,797-92.9% | $68,490-85.0% |
| Participation rate | 23.5% | 66.7%-43.1pp | 80.3%-56.8pp | 67.9%-44.4pp |
| Annual return | -22.21% | 0.91%-23.1pp | -0.04%-22.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,228 | $3,385-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $855 | $5,756-85.2% | $14,679-94.2% | $5,403-84.2% |