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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 | $67,799 | $77,908-13.0% | $149,696-54.7% | $75,173-9.8% |
| Participation rate | 38.4% | 65.6%-27.2pp | 78.8%-40.4pp | 67.2%-28.8pp |
| Annual return | 13.16% | 31.73%-18.6pp | 134.46%-121.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,942 | $3,411-43.1% | $5,682-65.8% | $4,126-52.9% |
| Admin fee / account holder | $424 | $5,950-92.9% | $13,212-96.8% | $5,651-92.5% |