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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 | $37,969 | $87,059-56.4% | $105,608-64.0% | $80,925-53.1% |
| Participation rate | 43.6% | 70.4%-26.9pp | 75.3%-31.7pp | 67.7%-24.1pp |
| Annual return | 10.06% | 17.05%-7.0pp | 116.50%-106.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,574 | $3,986-35.4% | $5,010-48.6% | $4,299-40.1% |
| Admin fee / account holder | $3,411 | $8,443-59.6% | $11,028-69.1% | $6,940-50.8% |