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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 | $48,581 | $47,944+1.3% | $67,834-28.4% | $62,881-22.7% |
| Participation rate | 30.3% | 61.1%-30.8pp | 68.8%-38.5pp | 69.3%-39.0pp |
| Annual return | -0.42% | 11.77%-12.2pp | 138.47%-138.9pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,071 | $2,247-7.8% | $3,160-34.5% | $3,203-35.3% |
| Admin fee / account holder | $1,481 | $3,712-60.1% | $4,622-68.0% | $4,296-65.5% |