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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 | $31,193 | $32,425-3.8% | $74,577-58.2% | $55,167-43.5% |
| Participation rate | 5.6% | 54.0%-48.4pp | 68.1%-62.5pp | 69.0%-63.4pp |
| Annual return | -0.06% | 10.63%-10.7pp | 20.47%-20.5pp | 169.23%-169.3pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,037 | $1,995-48.0% | $3,458-70.0% | $3,054-66.1% |
| Admin fee / account holder | $1,298 | $748+73.5% | $4,138-68.6% | $504+157.7% |