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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 | $49,111 | $65,703-25.3% | $94,228-47.9% | $59,633-17.6% |
| Participation rate | 24.6% | 72.1%-47.6pp | 78.8%-54.2pp | 68.7%-44.1pp |
| Annual return | -3.10% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,715 | $3,143-45.4% | $4,320-60.3% | $3,192-46.3% |
| Admin fee / account holder | $1,986 | $4,264-53.4% | $6,269-68.3% | $4,297-53.8% |