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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 | $29,485 | $48,327-39.0% | $67,575-56.4% | $80,935-63.6% |
| Participation rate | 50.9% | 66.4%-15.5pp | 72.9%-22.0pp | 67.7%-16.8pp |
| Annual return | 7.98% | 18.31%-10.3pp | 3528.98%-3521.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,799 | $2,927-38.5% | $4,003-55.1% | $4,299-58.2% |
| Admin fee / account holder | $4,703 | $3,692+27.4% | $3,993+17.8% | $6,924-32.1% |