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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 | $20,124 | $58,577-65.6% | $83,323-75.8% | $64,181-68.6% |
| Participation rate | 64.3% | 72.0%-7.7pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -13.96% | 9.65%-23.6pp | 10.63%-24.6pp | 7.63%-21.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,659 | $4,654+86.1% | $5,565+55.6% | $3,470+149.6% |
| Admin fee / account holder | $406 | $9,275-95.6% | $7,539-94.6% | $4,887-91.7% |