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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 | $39,253 | $86,949-54.9% | $102,460-61.7% | $80,959-51.5% |
| Participation rate | 7.4% | 72.4%-65.0pp | 76.5%-69.1pp | 67.7%-60.3pp |
| Annual return | -30.22% | 18.89%-49.1pp | 29.47%-59.7pp | 35.67%-65.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,001 | $4,121-51.4% | $5,056-60.4% | $4,300-53.5% |
| Admin fee / account holder | $9,264 | $8,048+15.1% | $9,460-2.1% | $6,925+33.8% |