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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 | $15,259 | $33,067-53.9% | $76,518-80.1% | $56,289-72.9% |
| Participation rate | 14.8% | 55.4%-40.6pp | 68.0%-53.2pp | 69.9%-55.1pp |
| Annual return | -10.82% | 2.72%-13.5pp | -0.27%-10.6pp | -9.96%-0.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $754 | $2,240-66.3% | $3,836-80.3% | $3,350-77.5% |
| Admin fee / account holder | $892 | $537+66.1% | $4,849-81.6% | $521+71.2% |