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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 | $23,596 | $77,816-69.7% | $123,552-80.9% | $64,173-63.2% |
| Participation rate | 57.3% | 74.7%-17.4pp | 82.3%-25.0pp | 69.6%-12.2pp |
| Annual return | -17.19% | 12.49%-29.7pp | 119.20%-136.4pp | 7.63%-24.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,288 | $5,240+58.2% | $6,426+29.0% | $3,470+138.9% |
| Admin fee / account holder | $328 | $5,519-94.1% | $9,285-96.5% | $4,887-93.3% |