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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 | $39,145 | $77,472-49.5% | $100,392-61.0% | $80,935-51.6% |
| Participation rate | 47.1% | 76.9%-29.9pp | 81.5%-34.4pp | 67.7%-20.6pp |
| Annual return | 9.93% | 37.26%-27.3pp | 49.45%-39.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,925 | $6,818+1.6% | $8,090-14.4% | $4,299+61.1% |
| Admin fee / account holder | $2,466 | $5,885-58.1% | $7,904-68.8% | $6,924-64.4% |