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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 | $28,818 | $61,125-52.9% | $94,057-69.4% | $87,485-67.1% |
| Participation rate | 61.7% | 64.1%-2.4pp | 73.3%-11.6pp | 68.9%-7.2pp |
| Annual return | 6.14% | 35.20%-29.1pp | 480.62%-474.5pp | 26.06%-19.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,719 | $3,260+44.8% | $4,709+0.2% | $4,274+10.4% |
| Admin fee / account holder | $4,055 | $5,629-28.0% | $7,244-44.0% | $7,775-47.8% |