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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 | $37,047 | $82,028-54.8% | $123,105-69.9% | $59,633-37.9% |
| Participation rate | 62.4% | 83.2%-20.8pp | 86.8%-24.4pp | 68.7%-6.3pp |
| Annual return | -2.11% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,879 | $4,667-38.3% | $6,229-53.8% | $3,192-9.8% |
| Admin fee / account holder | $469 | $5,879-92.0% | $9,014-94.8% | $4,297-89.1% |