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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 | $31,479 | $65,704-52.1% | $94,229-66.6% | $59,633-47.2% |
| Participation rate | 66.2% | 72.1%-5.9pp | 78.8%-12.6pp | 68.7%-2.5pp |
| Annual return | -4.33% | 5.22%-9.5pp | 10.68%-15.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,572 | $3,143-18.2% | $4,320-40.5% | $3,192-19.4% |
| Admin fee / account holder | $885 | $4,265-79.3% | $6,269-85.9% | $4,297-79.4% |