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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 | $40,537 | $65,704-38.3% | $94,229-57.0% | $59,633-32.0% |
| Participation rate | 17.1% | 72.1%-55.0pp | 78.8%-61.6pp | 68.7%-51.5pp |
| Annual return | -9.34% | 5.22%-14.6pp | 10.68%-20.0pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,458 | $3,143-53.6% | $4,320-66.2% | $3,192-54.3% |
| Admin fee / account holder | $3,185 | $4,265-25.3% | $6,269-49.2% | $4,297-25.9% |