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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 | $32,919 | $65,703-49.9% | $94,228-65.1% | $59,633-44.8% |
| Participation rate | 50.8% | 72.1%-21.3pp | 78.8%-27.9pp | 68.7%-17.8pp |
| Annual return | -5.14% | 5.22%-10.4pp | 10.68%-15.8pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,247 | $3,143-28.5% | $4,320-48.0% | $3,192-29.6% |
| Admin fee / account holder | $597 | $4,264-86.0% | $6,269-90.5% | $4,297-86.1% |