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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 | $36,802 | $94,031-60.9% | $115,768-68.2% | $82,448-55.4% |
| Participation rate | 55.8% | 70.4%-14.6pp | 74.4%-18.6pp | 68.1%-12.3pp |
| Annual return | 10.76% | 20.61%-9.8pp | 100.46%-89.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,981 | $3,972+0.2% | $4,917-19.0% | $4,139-3.8% |
| Admin fee / account holder | $22,096 | $10,249+115.6% | $12,439+77.6% | $7,234+205.4% |