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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 | $50,846 | $140,800-63.9% | $89,340-43.1% | $79,634-36.2% |
| Participation rate | 26.6% | 61.9%-35.4pp | 69.6%-43.0pp | 62.5%-35.9pp |
| Annual return | 12.10% | 17.84%-5.7pp | 20.57%-8.5pp | 36.46%-24.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,231-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,978 | $3,219-38.5% | $3,823-48.2% | $3,835-48.4% |
| Admin fee / account holder | $7,262 | $1,610+351.0% | $6,704+8.3% | $1,002+624.8% |