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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 | $49,943 | $51,638-3.3% | $68,368-26.9% | $82,448-39.4% |
| Participation rate | 30.2% | 63.6%-33.4pp | 73.8%-43.5pp | 68.1%-37.8pp |
| Annual return | 9.98% | 37.53%-27.6pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,664 | $2,914-8.6% | $4,123-35.4% | $4,139-35.6% |
| Admin fee / account holder | $3,823 | $4,643-17.7% | $5,150-25.8% | $7,234-47.2% |