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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 | $66,351 | $93,346-28.9% | $71,796-7.6% | $273,972-75.8% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 0.12% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,124 | $3,475-38.9% | $2,794-24.0% | $5,287-59.8% |
| Admin fee / account holder | $5,391 | $6,571-18.0% | $4,815+12.0% | $10,133-46.8% |