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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 | $34,143 | $62,672-45.5% | $185,117-81.6% | $70,126-51.3% |
| Participation rate | 68.2% | 63.8%+4.4pp | 77.3%-9.1pp | 69.5%-1.4pp |
| Annual return | -1.13% | 40.79%-41.9pp | 40.50%-41.6pp | 73.15%-74.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,416 | $3,272-56.7% | $5,045-71.9% | $3,332-57.5% |
| Admin fee / account holder | $5,329 | $3,932+35.5% | $8,159-34.7% | $4,645+14.7% |