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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 | $33,420 | $75,541-55.8% | $152,093-78.0% | $82,637-59.6% |
| Participation rate | 47.2% | 66.5%-19.4pp | 77.8%-30.6pp | 68.1%-20.9pp |
| Annual return | 12.13% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,393 | $3,206-56.5% | $5,451-74.4% | $4,126-66.2% |
| Admin fee / account holder | $2,746 | $6,405-57.1% | $14,497-81.1% | $7,339-62.6% |