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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 | $35,226 | $75,183-53.1% | $123,894-71.6% | $55,167-36.1% |
| Participation rate | 39.6% | 72.8%-33.2pp | 81.4%-41.8pp | 69.0%-29.4pp |
| Annual return | 5.94% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,609 | $5,084-29.0% | $5,984-39.7% | $3,054+18.2% |
| Admin fee / account holder | $1,953 | $663+194.7% | $8,357-76.6% | $504+287.5% |