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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 | $12,287 | $100,262-87.7% | $81,370-84.9% | $145,897-91.6% |
| Participation rate | 23.1% | 74.3%-51.2pp | 69.5%-46.5pp | 80.3%-57.2pp |
| Annual return | -10.17% | 34.52%-44.7pp | 24.85%-35.0pp | 552.29%-562.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,679 | $4,612-41.9% | $3,885-31.0% | $6,689-60.0% |
| Admin fee / account holder | $5,516 | $8,163-32.4% | $5,749-4.1% | $13,390-58.8% |