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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 | $11,008 | $94,439-88.3% | $73,658-85.1% | $154,746-92.9% |
| Participation rate | 15.8% | 64.7%-48.9pp | 57.0%-41.3pp | 80.7%-64.9pp |
| Annual return | -22.49% | 28.25%-50.7pp | 29.72%-52.2pp | 172.34%-194.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $813 | $2,527-67.8% | $2,062-60.6% | $6,730-87.9% |
| Admin fee / account holder | $2,900 | $3,843-24.5% | $3,357-13.6% | $14,365-79.8% |