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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 | $31,883 | $55,889-43.0% | $76,119-58.1% | $80,935-60.6% |
| Participation rate | 51.4% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.2pp |
| Annual return | 8.73% | 20.58%-11.9pp | 361.25%-352.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,129 | $3,051+35.3% | $4,259-3.1% | $4,299-4.0% |
| Admin fee / account holder | $3,147 | $5,241-40.0% | $6,421-51.0% | $6,924-54.6% |