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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 | $33,578 | $101,618-67.0% | $93,063-63.9% | $137,256-75.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 9.70% | 223.95%-214.2pp | 34.15%-24.5pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,712 | $4,279+267.2% | $3,958+297.0% | $6,407+145.2% |
| Admin fee / account holder | $10,812 | $6,198+74.4% | $6,033+79.2% | $12,270-11.9% |