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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 | $37,074 | $76,407-51.5% | $150,298-75.3% | $82,448-55.0% |
| Participation rate | 13.2% | 66.4%-53.2pp | 77.8%-64.6pp | 68.1%-54.9pp |
| Annual return | -0.34% | 39.99%-40.3pp | 62.79%-63.1pp | 41.64%-42.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $860 | $3,214-73.3% | $5,453-84.2% | $4,139-79.2% |
| Admin fee / account holder | $6,565 | $6,352+3.4% | $14,116-53.5% | $7,234-9.2% |