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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 | $35,370 | $81,331-56.5% | $155,534-77.3% | $80,935-56.3% |
| Participation rate | 35.2% | 66.3%-31.1pp | 78.2%-43.0pp | 67.7%-32.5pp |
| Annual return | 10.52% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,055 | $3,454-11.5% | $5,630-45.7% | $4,299-28.9% |
| Admin fee / account holder | $1,149 | $7,999-85.6% | $15,900-92.8% | $6,924-83.4% |