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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 | $21,355 | $81,276-73.7% | $155,574-86.3% | $80,925-73.6% |
| Participation rate | 17.9% | 66.2%-48.4pp | 78.2%-60.4pp | 67.7%-49.8pp |
| Annual return | -5.32% | 33.36%-38.7pp | 64.87%-70.2pp | 35.65%-41.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,335 | $3,453-32.4% | $5,629-58.5% | $4,299-45.7% |
| Admin fee / account holder | $4,995 | $7,993-37.5% | $15,914-68.6% | $6,940-28.0% |