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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 | $55,220 | $107,733-48.7% | $92,985-40.6% | $154,746-64.3% |
| Participation rate | 15.8% | 74.6%-58.8pp | 69.5%-53.7pp | 80.7%-64.9pp |
| Annual return | -10.32% | 30.39%-40.7pp | 27.99%-38.3pp | 172.34%-182.7pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,330 | $5,053-34.1% | $4,377-23.9% | $6,730-50.5% |
| Admin fee / account holder | $12,929 | $11,369+13.7% | $9,463+36.6% | $14,365-10.0% |