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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 | $81,884 | $91,179-10.2% | $178,499-54.1% | $79,852+2.5% |
| Participation rate | 32.4% | 69.2%-36.8pp | 81.9%-49.5pp | 69.6%-37.2pp |
| Annual return | -0.83% | 24.19%-25.0pp | 151.10%-151.9pp | 31.72%-32.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,149 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $639 | $6,749-90.5% | $13,986-95.4% | $5,306-88.0% |