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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 | $47,739 | $61,787-22.7% | $97,197-50.9% | $80,925-41.0% |
| Participation rate | 10.3% | 63.5%-53.2pp | 72.7%-62.4pp | 67.7%-57.4pp |
| Annual return | 9.77% | -558.16%+567.9pp | 75.47%-65.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,044 | $3,027-65.5% | $4,263-75.5% | $4,299-75.7% |
| Admin fee / account holder | $395 | $5,170-92.4% | $5,637-93.0% | $6,940-94.3% |