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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 | $16,029 | $106,247-84.9% | $96,515-83.4% | $139,466-88.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | -3.15% | 38.47%-41.6pp | 35.73%-38.9pp | 373.66%-376.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,372 | $5,456-74.9% | $4,880-71.9% | $6,712-79.6% |
| Admin fee / account holder | $2,768 | $7,885-64.9% | $6,735-58.9% | $11,409-75.7% |