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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 | $64,664 | $72,177-10.4% | $115,038-43.8% | $59,633+8.4% |
| Participation rate | 61.3% | 72.6%-11.3pp | 81.4%-20.1pp | 68.7%-7.4pp |
| Annual return | -2.71% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,440 | $4,783-7.2% | $6,026-26.3% | $3,192+39.1% |
| Admin fee / account holder | $1,005 | $4,927-79.6% | $8,175-87.7% | $4,297-76.6% |