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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 | $71,215-52.7% | $93,696-64.1% | $80,935-58.4% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 8.52% | 11.27%-2.7pp | 133.74%-125.2pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,005 | $4,037+24.0% | $4,417+13.3% | $4,299+16.4% |
| Admin fee / account holder | $8,268 | $6,958+18.8% | $8,287-0.2% | $6,924+19.4% |