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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 | $79,696 | $48,050+65.9% | $85,969-7.3% | $59,633+33.6% |
| Participation rate | 53.6% | 64.5%-10.9pp | 76.5%-23.0pp | 68.7%-15.1pp |
| Annual return | -3.19% | 0.29%-3.5pp | 9.32%-12.5pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,628 | $2,249+16.9% | $3,829-31.4% | $3,192-17.6% |
| Admin fee / account holder | $9,264 | $3,206+189.0% | $6,053+53.1% | $4,297+115.6% |