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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 | $37,479 | $113,941-67.1% | $94,229-60.2% | $125,389-70.1% |
| Participation rate | 42.1% | 82.9%-40.8pp | 78.8%-36.7pp | 83.2%-41.1pp |
| Annual return | -4.40% | 5.29%-9.7pp | 10.68%-15.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,350 | $5,179-54.6% | $4,320-45.6% | $5,352-56.1% |
| Admin fee / account holder | $509 | $8,392-93.9% | $6,269-91.9% | $9,541-94.7% |