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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 | $42,154 | $93,598-55.0% | $135,974-69.0% | $75,173-43.9% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 13.13% | 30.89%-17.8pp | 68.30%-55.2pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,641 | $6,405-58.8% | $7,760-66.0% | $4,126-36.0% |
| Admin fee / account holder | $2,605 | $6,978-62.7% | $10,767-75.8% | $5,651-53.9% |