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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 | $41,993 | $77,574-45.9% | $108,753-61.4% | $86,983-51.7% |
| Participation rate | 55.9% | 62.3%-6.4pp | 71.1%-15.2pp | 69.5%-13.7pp |
| Annual return | 10.97% | 18.42%-7.4pp | 37.47%-26.5pp | 25.83%-14.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,327 | $3,128-57.6% | $4,115-67.8% | $4,194-68.4% |
| Admin fee / account holder | $732 | $6,529-88.8% | $10,320-92.9% | $7,856-90.7% |