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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 | $81,358-73.8% | $155,556-86.3% | $80,959-73.6% |
| Participation rate | 17.9% | 66.3%-48.4pp | 78.2%-60.4pp | 67.7%-49.8pp |
| Annual return | -5.32% | 33.39%-38.7pp | 64.84%-70.2pp | 35.67%-41.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,335 | $3,455-32.4% | $5,631-58.5% | $4,300-45.7% |
| Admin fee / account holder | $4,995 | $7,994-37.5% | $15,885-68.6% | $6,925-27.9% |