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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 | $40,001 | $59,191-32.4% | $76,767-47.9% | $56,289-28.9% |
| Participation rate | 42.6% | 75.2%-32.6pp | 77.0%-34.4pp | 69.9%-27.3pp |
| Annual return | -11.65% | 6.62%-18.3pp | 2.43%-14.1pp | -9.96%-1.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,537 | $3,255-52.8% | $3,852-60.1% | $3,350-54.1% |
| Admin fee / account holder | $1,127 | $489+130.4% | $6,675-83.1% | $521+116.3% |