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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 | $17,185 | $63,703-73.0% | $93,063-81.5% | $82,448-79.2% |
| Participation rate | 34.2% | 63.8%-29.6pp | 72.1%-37.9pp | 68.1%-33.9pp |
| Annual return | 2.27% | -775.43%+777.7pp | 34.15%-31.9pp | 41.64%-39.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,372 | $2,919-18.7% | $3,958-40.1% | $4,139-42.7% |
| Admin fee / account holder | $2,246 | $5,982-62.4% | $6,033-62.8% | $7,234-68.9% |