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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 | $41,839 | $56,894-26.5% | $84,753-50.6% | $62,881-33.5% |
| Participation rate | 43.2% | 68.5%-25.3pp | 76.6%-33.3pp | 69.3%-26.1pp |
| Annual return | -4.43% | 6.30%-10.7pp | 22.78%-27.2pp | 20.14%-24.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,630 | $2,709+34.0% | $3,712-2.2% | $3,203+13.3% |
| Admin fee / account holder | $667 | $3,581-81.4% | $5,333-87.5% | $4,296-84.5% |