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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 | $50,610 | $87,037-41.9% | $106,201-52.3% | $80,874-37.4% |
| Participation rate | 43.3% | 70.4%-27.1pp | 75.3%-32.0pp | 67.6%-24.3pp |
| Annual return | 7.67% | 17.05%-9.4pp | 116.26%-108.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,756 | $3,986-55.9% | $5,012-65.0% | $4,297-59.1% |
| Admin fee / account holder | $3,326 | $8,434-60.6% | $11,039-69.9% | $6,935-52.0% |