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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 | $58,162 | $47,944+21.3% | $67,834-14.3% | $62,881-7.5% |
| Participation rate | 57.1% | 61.1%-3.9pp | 68.8%-11.7pp | 69.3%-12.2pp |
| Annual return | 4.07% | 11.77%-7.7pp | 138.47%-134.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,394 | $2,247-37.9% | $3,160-55.9% | $3,203-56.5% |
| Admin fee / account holder | $1,459 | $3,712-60.7% | $4,622-68.4% | $4,296-66.0% |