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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 | $26,889 | $71,197-62.2% | $93,669-71.3% | $80,925-66.8% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.7%-48.4pp |
| Annual return | 3.96% | 11.27%-7.3pp | 133.59%-129.6pp | 35.65%-31.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,992 | $4,036-50.6% | $4,416-54.9% | $4,299-53.7% |
| Admin fee / account holder | $3,185 | $6,959-54.2% | $8,291-61.6% | $6,940-54.1% |