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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 | $45,920 | $57,119-19.6% | $85,187-46.1% | $80,935-43.3% |
| Participation rate | 20.9% | 56.4%-35.5pp | 67.5%-46.6pp | 67.7%-46.8pp |
| Annual return | 5.23% | 21.70%-16.5pp | 66.67%-61.4pp | 35.66%-30.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,330 | $3,115-57.3% | $4,525-70.6% | $4,299-69.1% |
| Admin fee / account holder | $2,982 | $4,990-40.2% | $6,162-51.6% | $6,924-56.9% |