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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 | $22,151 | $58,600-62.2% | $83,327-73.4% | $64,173-65.5% |
| Participation rate | 41.9% | 72.0%-30.1pp | 77.8%-35.8pp | 69.6%-27.6pp |
| Annual return | -11.05% | 9.66%-20.7pp | 10.64%-21.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,068 | $4,656+8.9% | $5,565-8.9% | $3,470+46.1% |
| Admin fee / account holder | $2,037 | $9,282-78.1% | $7,540-73.0% | $4,887-58.3% |