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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 | $16,979 | $68,996-75.4% | $159,991-89.4% | $68,495-75.2% |
| Participation rate | 23.0% | 65.4%-42.4pp | 78.0%-55.0pp | 67.9%-44.9pp |
| Annual return | -20.00% | -9.65%-10.3pp | 408.82%-428.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,649 | $4,211-37.1% | $6,183-57.2% | $4,028-34.2% |
| Admin fee / account holder | $2,076 | $4,797-56.7% | $8,715-76.2% | $5,403-61.6% |