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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 | $49,139 | $52,678-6.7% | $75,784-35.2% | $59,633-17.6% |
| Participation rate | 41.7% | 67.2%-25.6pp | 75.8%-34.2pp | 68.7%-27.0pp |
| Annual return | -5.29% | 2.95%-8.2pp | 9.68%-15.0pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,189 | $2,591-15.5% | $3,652-40.1% | $3,192-31.4% |
| Admin fee / account holder | $1,532 | $3,610-57.6% | $5,300-71.1% | $4,297-64.3% |