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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 | $24,201 | $49,025-50.6% | $87,502-72.3% | $62,881-61.5% |
| Participation rate | 28.6% | 64.9%-36.3pp | 73.8%-45.3pp | 69.3%-40.7pp |
| Annual return | -10.81% | 10.02%-20.8pp | 12.21%-23.0pp | 20.14%-31.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,052 | $2,289-10.4% | $3,149-34.8% | $3,203-35.9% |
| Admin fee / account holder | $5,912 | $4,065+45.4% | $4,221+40.1% | $4,296+37.6% |