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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 | $48,223 | $79,449-39.3% | $189,575-74.6% | $85,847-43.8% |
| Participation rate | 27.1% | 66.0%-38.8pp | 78.4%-51.3pp | 69.3%-42.2pp |
| Annual return | 10.09% | 18.45%-8.4pp | 64.19%-54.1pp | 318.61%-308.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,078 | $4,051-24.0% | $6,174-50.1% | $3,952-22.1% |
| Admin fee / account holder | $2,484 | $5,377-53.8% | $9,806-74.7% | $6,261-60.3% |