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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 | $20,134 | $57,140-64.8% | $85,240-76.4% | $80,959-75.1% |
| Participation rate | 15.2% | 56.4%-41.3pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | -12.76% | 21.71%-34.5pp | 66.75%-79.5pp | 35.67%-48.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,293 | $3,115-58.5% | $4,527-71.4% | $4,300-69.9% |
| Admin fee / account holder | $3,347 | $4,992-32.9% | $6,165-45.7% | $6,925-51.7% |