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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 | $33,300 | $50,947-34.6% | $74,551-55.3% | $64,173-48.1% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.1%-25.7pp | 69.6%-26.1pp |
| Annual return | -8.07% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,399 | $2,302-39.2% | $3,108-55.0% | $3,470-59.7% |
| Admin fee / account holder | $1,705 | $4,221-59.6% | $5,059-66.3% | $4,887-65.1% |