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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 | $34,910 | $62,166-43.8% | $81,353-57.1% | $74,459-53.1% |
| Participation rate | 38.0% | 64.1%-26.0pp | 69.5%-31.5pp | 67.2%-29.2pp |
| Annual return | 11.03% | 16.50%-5.5pp | 24.82%-13.8pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,817 | $3,223-43.6% | $3,885-53.2% | $4,350-58.2% |
| Admin fee / account holder | $2,242 | $1,925+16.5% | $5,766-61.1% | $1,945+15.3% |