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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 | $35,420 | $65,027-45.5% | $90,970-61.1% | $79,852-55.6% |
| Participation rate | 35.4% | 61.6%-26.2pp | 69.0%-33.6pp | 69.6%-34.2pp |
| Annual return | 7.92% | 30.45%-22.5pp | 134.58%-126.7pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,390 | $2,512-44.7% | $3,373-58.8% | $3,740-62.8% |
| Admin fee / account holder | $770 | $4,535-83.0% | $5,960-87.1% | $5,306-85.5% |