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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 | $13,851 | $174,379-92.1% | $152,093-90.9% | $138,895-90.0% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | -11.74% | 74.86%-86.6pp | 66.36%-78.1pp | 145.39%-157.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,141 | $6,159-32.8% | $5,451-24.0% | $6,396-35.3% |
| Admin fee / account holder | $3,710 | $16,880-78.0% | $14,497-74.4% | $12,562-70.5% |