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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 | $29,166 | $76,551-61.9% | $123,894-76.5% | $62,881-53.6% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 5.20% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,668 | $4,840-44.9% | $5,984-55.4% | $3,203-16.7% |
| Admin fee / account holder | $2,647 | $4,826-45.1% | $8,357-68.3% | $4,296-38.4% |