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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 | $36,338 | $76,551-52.5% | $123,894-70.7% | $62,881-42.2% |
| Participation rate | 31.7% | 73.0%-41.3pp | 81.4%-49.7pp | 69.3%-37.6pp |
| Annual return | 4.39% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,490 | $4,840-48.6% | $5,984-58.4% | $3,203-22.3% |
| Admin fee / account holder | $2,640 | $4,826-45.3% | $8,357-68.4% | $4,296-38.5% |