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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 | $41,775 | $70,532-40.8% | $68,948-39.4% | $137,256-69.6% |
| Participation rate | 42.9% | 81.0%-38.1pp | 79.2%-36.3pp | 80.0%-37.1pp |
| Annual return | 13.75% | 32.56%-18.8pp | 28.39%-14.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,242 | $6,773-52.1% | $6,186-47.6% | $6,407-49.4% |
| Admin fee / account holder | $419 | $7,916-94.7% | $7,539-94.4% | $12,270-96.6% |