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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 | $10,466 | $48,267-78.3% | $68,808-84.8% | $68,486-84.7% |
| Participation rate | 20.4% | 60.7%-40.3pp | 69.0%-48.6pp | 67.9%-47.5pp |
| Annual return | -34.75% | -12.70%-22.1pp | -6.37%-28.4pp | -7.85%-26.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,472 | $2,867-48.7% | $3,942-62.7% | $4,028-63.5% |
| Admin fee / account holder | $2,724 | $4,362-37.6% | $4,936-44.8% | $5,404-49.6% |