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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 | $33,666 | $71,208-52.7% | $93,681-64.1% | $80,911-58.4% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 8.52% | 11.27%-2.7pp | 133.47%-124.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,005 | $4,035+24.1% | $4,415+13.4% | $4,297+16.5% |
| Admin fee / account holder | $8,268 | $6,951+18.9% | $8,290-0.3% | $6,935+19.2% |