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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 | $33,090 | $53,236-37.8% | $86,233-61.6% | $103,975-68.2% |
| Participation rate | 2.7% | 34.4%-31.6pp | 69.0%-66.3pp | 72.5%-69.8pp |
| Annual return | 12.17% | 16.04%-3.9pp | 61.39%-49.2pp | 19.41%-7.2pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $112 | $2,309-95.1% | $4,559-97.5% | $5,343-97.9% |
| Admin fee / account holder | $1,102 | $2,172-49.3% | $8,342-86.8% | $332+231.5% |