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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 | $55,182 | $139,948-60.6% | $121,663-54.6% | $154,746-64.3% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.5%-49.5pp | 80.7%-55.7pp |
| Annual return | 0.12% | 230.52%-230.4pp | 147.54%-147.4pp | 172.34%-172.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,389 | $5,629-22.0% | $4,887-10.2% | $6,730-34.8% |
| Admin fee / account holder | $6,852 | $17,321-60.4% | $14,289-52.0% | $14,365-52.3% |