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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 | $42,277 | $52,639-19.7% | $185,117-77.2% | $62,293-32.1% |
| Participation rate | 30.5% | 63.9%-33.4pp | 77.3%-46.8pp | 69.5%-39.0pp |
| Annual return | 13.11% | 19.57%-6.5pp | 40.50%-27.4pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,407 | $3,097-54.6% | $5,045-72.1% | $3,169-55.6% |
| Admin fee / account holder | $1,838 | $374+391.8% | $8,159-77.5% | $479+283.4% |