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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 | $46,639 | $63,809-26.9% | $81,353-42.7% | $80,935-42.4% |
| Participation rate | 7.4% | 63.9%-56.5pp | 69.5%-62.1pp | 67.7%-60.3pp |
| Annual return | -0.03% | 16.37%-16.4pp | 24.82%-24.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,156 | $3,093-62.6% | $3,885-70.3% | $4,299-73.1% |
| Admin fee / account holder | $4,827 | $5,686-15.1% | $5,766-16.3% | $6,924-30.3% |