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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 | $20,183 | $77,920-74.1% | $149,723-86.5% | $75,177-73.2% |
| Participation rate | 50.9% | 65.6%-14.7pp | 78.8%-27.9pp | 67.2%-16.3pp |
| Annual return | 0.95% | 31.72%-30.8pp | 134.50%-133.5pp | 160.75%-159.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,406 | $3,411-29.5% | $5,682-57.7% | $4,126-41.7% |
| Admin fee / account holder | $724 | $5,951-87.8% | $13,215-94.5% | $5,651-87.2% |