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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 | $32,640 | $72,177-54.8% | $115,038-71.6% | $59,633-45.3% |
| Participation rate | 17.2% | 72.6%-55.4pp | 81.4%-64.2pp | 68.7%-51.5pp |
| Annual return | -3.33% | 12.02%-15.3pp | 26.14%-29.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,510 | $4,783-47.5% | $6,026-58.4% | $3,192-21.4% |
| Admin fee / account holder | $690 | $4,927-86.0% | $8,175-91.6% | $4,297-83.9% |