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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 | $42,950 | $111,814-61.6% | $103,378-58.5% | $145,978-70.6% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 4.73% | 24.80%-20.1pp | 24.91%-20.2pp | 550.52%-545.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,140 | $5,618-61.9% | $5,058-57.7% | $6,690-68.0% |
| Admin fee / account holder | $3,079 | $9,764-68.5% | $8,401-63.3% | $13,400-77.0% |