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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 | $70,623 | $91,474-22.8% | $135,982-48.1% | $71,529-1.3% |
| Participation rate | 43.7% | 75.7%-32.0pp | 81.9%-38.2pp | 67.9%-24.2pp |
| Annual return | 12.56% | 29.89%-17.3pp | 68.32%-55.8pp | 28.97%-16.4pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,427 | $7,095-51.7% | $7,760-55.8% | $4,291-20.1% |
| Admin fee / account holder | $744 | $1,267-41.3% | $10,767-93.1% | $1,588-53.2% |