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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 | $61,695 | $71,215-13.4% | $93,696-34.2% | $80,935-23.8% |
| Participation rate | 31.8% | 60.4%-28.6pp | 68.7%-36.9pp | 67.7%-35.8pp |
| Annual return | 9.23% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,787 | $4,037-55.7% | $4,417-59.5% | $4,299-58.4% |
| Admin fee / account holder | $3,323 | $6,958-52.2% | $8,287-59.9% | $6,924-52.0% |