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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 | $37,027 | $73,978-49.9% | $96,515-61.6% | $75,173-50.7% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | 13.09% | 26.72%-13.6pp | 35.73%-22.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,388 | $3,660-34.8% | $4,880-51.1% | $4,126-42.1% |
| Admin fee / account holder | $3,460 | $5,219-33.7% | $6,735-48.6% | $5,651-38.8% |