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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 | $29,199 | $45,050-35.2% | $63,018-53.7% | $70,126-58.4% |
| Participation rate | 51.9% | 69.5%-17.6pp | 74.8%-22.9pp | 69.5%-17.6pp |
| Annual return | 9.60% | 18.76%-9.2pp | 87.62%-78.0pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,768 | $2,466-28.3% | $3,330-46.9% | $3,332-46.9% |
| Admin fee / account holder | $1,243 | $2,834-56.1% | $3,601-65.5% | $4,645-73.2% |