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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 | $63,235 | $112,729-43.9% | $98,716-35.9% | $137,256-53.9% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.3%-51.9pp | 80.0%-62.6pp |
| Annual return | -9.18% | 38.48%-47.7pp | 31.81%-41.0pp | 220.34%-229.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,840 | $4,640-38.8% | $4,048-29.8% | $6,407-55.7% |
| Admin fee / account holder | $11,011 | $10,129+8.7% | $8,703+26.5% | $12,270-10.3% |