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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 | $32,529 | $54,380-40.2% | $68,509-52.5% | $59,633-45.5% |
| Participation rate | 67.6% | 70.2%-2.5pp | 74.7%-7.1pp | 68.7%-1.0pp |
| Annual return | -2.32% | 2.83%-5.2pp | 8.27%-10.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,613 | $2,643+36.7% | $3,382+6.8% | $3,192+13.2% |
| Admin fee / account holder | $1,179 | $3,885-69.7% | $5,275-77.7% | $4,297-72.6% |