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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 | $39,733 | $65,034-38.9% | $90,970-56.3% | $79,856-50.2% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 3.89% | 30.45%-26.6pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,264 | $2,512+29.9% | $3,373-3.2% | $3,741-12.7% |
| Admin fee / account holder | $389 | $4,536-91.4% | $5,961-93.5% | $5,306-92.7% |