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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 | $33,033 | $88,360-62.6% | $145,433-77.3% | $67,986-51.4% |
| Participation rate | 18.3% | 65.5%-47.2pp | 82.1%-63.8pp | 57.2%-38.9pp |
| Annual return | 14.37% | 63.15%-48.8pp | 66.58%-52.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,900 | $5,932-68.0% | $7,897-75.9% | $3,358-43.4% |
| Admin fee / account holder | $7,257 | $3,313+119.0% | $13,129-44.7% | $3,203+126.5% |