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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 | $29,746 | $65,082-54.3% | $81,367-63.4% | $59,633-50.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 82.3%-19.8pp | 68.7%-6.2pp |
| Annual return | -3.79% | 1.16%-5.0pp | -0.92%-2.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,844 | $4,083-54.8% | $5,383-65.7% | $3,192-42.2% |
| Admin fee / account holder | $590 | $7,582-92.2% | $8,926-93.4% | $4,297-86.3% |