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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 | $63,603 | $49,280+29.1% | $67,313-5.5% | $64,181-0.9% |
| Participation rate | 16.4% | 60.8%-44.3pp | 69.1%-52.6pp | 69.6%-53.1pp |
| Annual return | -8.90% | -1.39%-7.5pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,932 | $2,484-22.2% | $3,568-45.9% | $3,470-44.3% |
| Admin fee / account holder | $2,073 | $3,863-46.3% | $4,507-54.0% | $4,887-57.6% |