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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 | $72,639 | $53,412+36.0% | $68,509+6.0% | $52,331+38.8% |
| Participation rate | 30.1% | 71.7%-41.6pp | 74.7%-44.6pp | 68.1%-38.0pp |
| Annual return | -2.00% | 3.42%-5.4pp | 8.27%-10.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,556 | $2,688-42.1% | $3,382-54.0% | $3,022-48.5% |
| Admin fee / account holder | $2,664 | $461+478.1% | $5,275-49.5% | $592+350.3% |