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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 | $23,444 | $52,678-55.5% | $75,784-69.1% | $59,633-60.7% |
| Participation rate | 59.3% | 67.2%-8.0pp | 75.8%-16.6pp | 68.7%-9.4pp |
| Annual return | -4.31% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,337 | $2,591-48.4% | $3,652-63.4% | $3,192-58.1% |
| Admin fee / account holder | $724 | $3,610-79.9% | $5,300-86.3% | $4,297-83.1% |