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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 | $28,659 | $98,760-71.0% | $149,715-80.9% | $79,858-64.1% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.1pp |
| Annual return | 6.14% | 27.43%-21.3pp | 276.66%-270.5pp | 31.72%-25.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,881 | $5,681-49.3% | $6,842-57.9% | $3,740-23.0% |
| Admin fee / account holder | $2,954 | $6,053-51.2% | $9,310-68.3% | $5,306-44.3% |