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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 | $27,607 | $72,177-61.8% | $115,038-76.0% | $59,633-53.7% |
| Participation rate | 34.4% | 72.6%-38.2pp | 81.4%-47.0pp | 68.7%-34.3pp |
| Annual return | -4.03% | 12.02%-16.0pp | 26.14%-30.2pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,082 | $4,783-56.5% | $6,026-65.5% | $3,192-34.8% |
| Admin fee / account holder | $666 | $4,927-86.5% | $8,175-91.8% | $4,297-84.5% |