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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 | $36,020 | $63,342-43.1% | $92,236-60.9% | $70,131-48.6% |
| Participation rate | 48.8% | 68.7%-19.8pp | 76.5%-27.6pp | 69.5%-20.7pp |
| Annual return | 12.41% | 530.15%-517.7pp | 176.29%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,944 | $2,854-31.9% | $3,897-50.1% | $3,332-41.7% |
| Admin fee / account holder | $4,642 | $3,840+20.9% | $5,194-10.6% | $4,645-0.1% |