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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 | $51,122 | $62,583-18.3% | $76,767-33.4% | $64,173-20.3% |
| Participation rate | 31.9% | 72.8%-40.9pp | 77.0%-45.0pp | 69.6%-37.7pp |
| Annual return | -9.44% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,953 | $3,145-37.9% | $3,852-49.3% | $3,470-43.7% |
| Admin fee / account holder | $568 | $4,667-87.8% | $6,675-91.5% | $4,887-88.4% |