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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 | $38,181 | $45,343-15.8% | $150,298-74.6% | $67,986-43.8% |
| Participation rate | 17.5% | 51.9%-34.3pp | 77.8%-60.2pp | 57.2%-39.7pp |
| Annual return | -0.09% | 33.28%-33.4pp | 62.79%-62.9pp | 31.67%-31.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,505 | $2,055-26.8% | $5,453-72.4% | $3,358-55.2% |
| Admin fee / account holder | $7,363 | $2,250+227.3% | $14,116-47.8% | $3,203+129.9% |