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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 | $39,062 | $72,177-45.9% | $115,037-66.0% | $59,633-34.5% |
| Participation rate | 42.1% | 72.6%-30.4pp | 81.4%-39.3pp | 68.7%-26.6pp |
| Annual return | -3.94% | 12.02%-16.0pp | 26.14%-30.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,512 | $4,783+15.2% | $6,026-8.5% | $3,192+72.7% |
| Admin fee / account holder | $824 | $4,927-83.3% | $8,175-89.9% | $4,297-80.8% |