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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 | $32,992 | $101,795-67.6% | $165,100-80.0% | $80,959-59.2% |
| Participation rate | 56.8% | 71.8%-15.0pp | 78.6%-21.8pp | 67.7%-10.8pp |
| Annual return | 10.12% | 16.73%-6.6pp | 70.21%-60.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,746 | $4,476-38.6% | $6,035-54.5% | $4,300-36.1% |
| Admin fee / account holder | $2,252 | $8,221-72.6% | $12,696-82.3% | $6,925-67.5% |