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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 | $11,485 | $94,439-87.8% | $73,658-84.4% | $154,746-92.6% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | -17.26% | 28.25%-45.5pp | 29.72%-47.0pp | 172.34%-189.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,926 | $2,527+55.3% | $2,062+90.4% | $6,730-41.7% |
| Admin fee / account holder | $2,564 | $3,843-33.3% | $3,357-23.6% | $14,365-82.1% |