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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 | $40,246 | $84,953-52.6% | $163,379-75.4% | $82,637-51.3% |
| Participation rate | 64.2% | 65.9%-1.8pp | 76.8%-12.6pp | 68.1%-3.9pp |
| Annual return | 11.94% | 23.07%-11.1pp | 63.41%-51.5pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,599 | $4,326-16.8% | $6,282-42.7% | $4,126-12.8% |
| Admin fee / account holder | $1,565 | $7,921-80.2% | $9,818-84.1% | $7,339-78.7% |