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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 | $44,332 | $64,920-31.7% | $103,693-57.2% | $86,983-49.0% |
| Participation rate | 33.3% | 63.6%-30.3pp | 72.6%-39.3pp | 69.5%-36.2pp |
| Annual return | 11.26% | 30.29%-19.0pp | 47.61%-36.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,582 | $3,241-20.3% | $4,579-43.6% | $4,194-38.4% |
| Admin fee / account holder | $6,868 | $6,191+10.9% | $7,858-12.6% | $7,856-12.6% |