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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 | $32,334 | $70,666-54.2% | $169,385-80.9% | $75,181-57.0% |
| Participation rate | 63.9% | 64.8%-0.9pp | 77.2%-13.3pp | 67.2%-3.3pp |
| Annual return | 13.56% | 36.37%-22.8pp | 405.82%-392.3pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,433 | $4,308-20.3% | $6,221-44.8% | $4,126-16.8% |
| Admin fee / account holder | $309 | $5,402-94.3% | $9,011-96.6% | $5,650-94.5% |