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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 | $97,648-62.3% | $121,663-69.8% | $87,485-57.9% |
| Participation rate | 55.8% | 70.5%-14.7pp | 74.5%-18.7pp | 68.9%-13.1pp |
| Annual return | 10.76% | 18.03%-7.3pp | 147.54%-136.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,981 | $3,923+1.5% | $4,887-18.5% | $4,274-6.9% |
| Admin fee / account holder | $22,096 | $11,100+99.1% | $14,289+54.6% | $7,775+184.2% |