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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 | $33,936 | $77,638-56.3% | $156,551-78.3% | $62,881-46.0% |
| Participation rate | 51.9% | 71.2%-19.3pp | 84.0%-32.1pp | 69.3%-17.4pp |
| Annual return | -1.11% | 50.33%-51.4pp | 32.23%-33.3pp | 20.14%-21.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,073 | $3,046-31.9% | $4,871-57.5% | $3,203-35.3% |
| Admin fee / account holder | $2,033 | $5,561-63.5% | $13,028-84.4% | $4,296-52.7% |