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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 | $42,571 | $39,245+8.5% | $64,105-33.6% | $52,331-18.6% |
| Participation rate | 37.1% | 58.2%-21.2pp | 68.2%-31.1pp | 68.1%-31.0pp |
| Annual return | -2.34% | 14.79%-17.1pp | 791.24%-793.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,309 | $1,992+15.9% | $2,822-18.2% | $3,022-23.6% |
| Admin fee / account holder | $2,714 | $592+358.0% | $4,499-39.7% | $592+358.7% |