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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 | $47,966 | $181,896-73.6% | $156,551-69.4% | $273,972-82.5% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | -2.22% | 30.74%-33.0pp | 32.23%-34.4pp | 41.46%-43.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,183 | $5,550-42.6% | $4,871-34.7% | $5,287-39.8% |
| Admin fee / account holder | $1,214 | $15,560-92.2% | $13,028-90.7% | $10,133-88.0% |