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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 | $48,343 | $73,009-33.8% | $90,760-46.7% | $68,486-29.4% |
| Participation rate | 23.1% | 70.8%-47.8pp | 75.7%-52.6pp | 67.9%-44.8pp |
| Annual return | -20.28% | -13.81%-6.5pp | -12.16%-8.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,572 | $3,626-29.1% | $4,565-43.7% | $4,028-36.1% |
| Admin fee / account holder | $1,557 | $5,896-73.6% | $8,444-81.6% | $5,404-71.2% |