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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 | $9,877 | $81,331-87.9% | $155,534-93.6% | $80,935-87.8% |
| Participation rate | 47.2% | 66.3%-19.0pp | 78.2%-31.0pp | 67.7%-20.4pp |
| Annual return | -2.88% | 33.37%-36.2pp | 64.92%-67.8pp | 35.66%-38.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,799 | $3,454-47.9% | $5,630-68.1% | $4,299-58.2% |
| Admin fee / account holder | $786 | $7,999-90.2% | $15,900-95.1% | $6,924-88.6% |