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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 | $50,752 | $81,331-37.6% | $155,534-67.4% | $80,935-37.3% |
| Participation rate | 32.9% | 66.3%-33.4pp | 78.2%-45.4pp | 67.7%-34.8pp |
| Annual return | 10.40% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,090 | $3,454-68.4% | $5,630-80.6% | $4,299-74.7% |
| Admin fee / account holder | $2,692 | $7,999-66.3% | $15,900-83.1% | $6,924-61.1% |