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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 | $33,258 | $43,075-22.8% | $74,577-55.4% | $62,881-47.1% |
| Participation rate | 8.8% | 58.1%-49.3pp | 68.1%-59.3pp | 69.3%-60.5pp |
| Annual return | -3.33% | 17.50%-20.8pp | 20.47%-23.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,499 | $2,389-37.3% | $3,458-56.6% | $3,203-53.2% |
| Admin fee / account holder | $2,657 | $2,840-6.4% | $4,138-35.8% | $4,296-38.1% |