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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 | $64,716 | $65,092-0.6% | $143,799-55.0% | $66,938-3.3% |
| Participation rate | 30.6% | 65.2%-34.7pp | 80.3%-49.8pp | 69.8%-39.3pp |
| Annual return | -18.91% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,035 | $2,920-30.3% | $5,638-63.9% | $4,238-52.0% |
| Admin fee / account holder | $2,304 | $502+358.6% | $14,677-84.3% | $594+288.2% |