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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 | $48,914 | $58,828-16.9% | $78,002-37.3% | $62,881-22.2% |
| Participation rate | 36.1% | 71.1%-34.9pp | 75.5%-39.4pp | 69.3%-33.2pp |
| Annual return | 4.63% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,704 | $2,686-36.5% | $3,497-51.3% | $3,203-46.8% |
| Admin fee / account holder | $3,275 | $4,393-25.4% | $5,481-40.2% | $4,296-23.8% |