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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 | $69,366 | $82,028-15.4% | $123,105-43.7% | $59,633+16.3% |
| Participation rate | 40.5% | 83.2%-42.7pp | 86.8%-46.2pp | 68.7%-28.1pp |
| Annual return | -1.93% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,499 | $4,667-25.0% | $6,229-43.8% | $3,192+9.6% |
| Admin fee / account holder | $2,215 | $5,879-62.3% | $9,014-75.4% | $4,297-48.4% |