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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 | $62,431 | $84,236-25.9% | $170,435-63.4% | $70,126-11.0% |
| Participation rate | 29.5% | 70.8%-41.3pp | 83.6%-54.1pp | 69.5%-40.0pp |
| Annual return | 11.43% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,395 | $3,086-54.8% | $4,939-71.8% | $3,332-58.1% |
| Admin fee / account holder | $684 | $5,698-88.0% | $13,881-95.1% | $4,645-85.3% |