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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 | $20,185 | $47,944-57.9% | $67,834-70.2% | $62,881-67.9% |
| Participation rate | 5.6% | 61.1%-55.5pp | 68.8%-63.2pp | 69.3%-63.7pp |
| Annual return | 2.10% | 11.77%-9.7pp | 138.47%-136.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $819 | $2,247-63.6% | $3,160-74.1% | $3,203-74.4% |
| Admin fee / account holder | $7,056 | $3,712+90.1% | $4,622+52.6% | $4,296+64.3% |