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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 | $52,143 | $76,407-31.8% | $150,298-65.3% | $82,448-36.8% |
| Participation rate | 25.6% | 66.4%-40.8pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 11.98% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,332 | $3,214-58.6% | $5,453-75.6% | $4,139-67.8% |
| Admin fee / account holder | $4,018 | $6,352-36.7% | $14,116-71.5% | $7,234-44.5% |