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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 | $44,153 | $71,230-38.0% | $93,727-52.9% | $80,959-45.5% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.6pp |
| Annual return | 7.85% | 11.26%-3.4pp | 133.83%-126.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,887 | $4,037-28.5% | $4,417-34.6% | $4,300-32.9% |
| Admin fee / account holder | $5,391 | $6,961-22.6% | $8,292-35.0% | $6,925-22.2% |