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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 | $30,411 | $81,487-62.7% | $102,412-70.3% | $80,935-62.4% |
| Participation rate | 19.6% | 66.8%-47.3pp | 74.5%-54.9pp | 67.7%-48.1pp |
| Annual return | -3.31% | 25.60%-28.9pp | 24.94%-28.3pp | 35.66%-39.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,811 | $3,871-53.2% | $5,060-64.2% | $4,299-57.9% |
| Admin fee / account holder | $6,611 | $6,717-1.6% | $8,388-21.2% | $6,924-4.5% |