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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 | $31,927 | $52,467-39.1% | $57,196-44.2% | $55,167-42.1% |
| Participation rate | 16.7% | 75.8%-59.2pp | 75.3%-58.7pp | 69.0%-52.3pp |
| Annual return | 0.96% | 7.72%-6.8pp | 14.59%-13.6pp | 169.23%-168.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,083 | $2,830-61.7% | $3,096-65.0% | $3,054-64.5% |
| Admin fee / account holder | $1,255 | $269+366.4% | $3,141-60.0% | $504+149.0% |