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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 | $61,865 | $73,839-16.2% | $143,788-57.0% | $68,495-9.7% |
| Participation rate | 41.9% | 66.7%-24.8pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -22.37% | 1.01%-23.4pp | -0.03%-22.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,436 | $3,384-28.0% | $5,638-56.8% | $4,028-39.5% |
| Admin fee / account holder | $4,453 | $5,755-22.6% | $14,675-69.7% | $5,403-17.6% |