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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 | $55,120 | $117,895-53.2% | $102,460-46.2% | $145,897-62.2% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 6.71% | 31.92%-25.2pp | 29.47%-22.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,689 | $5,736-53.1% | $5,056-46.8% | $6,689-59.8% |
| Admin fee / account holder | $1,820 | $13,353-86.4% | $9,460-80.8% | $13,390-86.4% |