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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 | $32,183 | $56,054-42.6% | $171,082-81.2% | $62,881-48.8% |
| Participation rate | 15.6% | 62.9%-47.3pp | 76.7%-61.1pp | 69.3%-53.7pp |
| Annual return | -0.39% | 22.52%-22.9pp | 32.56%-32.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,626 | $3,158-48.5% | $4,797-66.1% | $3,203-49.2% |
| Admin fee / account holder | $7,521 | $3,647+106.2% | $8,520-11.7% | $4,296+75.1% |