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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 | $46,399 | $82,032-43.4% | $123,106-62.3% | $59,632-22.2% |
| Participation rate | 51.1% | 83.2%-32.1pp | 86.8%-35.7pp | 68.7%-17.6pp |
| Annual return | -2.99% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,110 | $4,667+52.4% | $6,229+14.1% | $3,192+122.8% |
| Admin fee / account holder | $2,060 | $5,881-65.0% | $9,015-77.2% | $4,297-52.1% |