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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 | $44,039 | $80,992-45.6% | $96,534-54.4% | $75,173-41.4% |
| Participation rate | 61.1% | 71.8%-10.7pp | 76.0%-14.9pp | 67.2%-6.1pp |
| Annual return | 9.93% | 27.05%-17.1pp | 25.88%-15.9pp | 160.72%-150.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,746 | $3,929-30.1% | $4,851-43.4% | $4,126-33.5% |
| Admin fee / account holder | $764 | $6,717-88.6% | $8,253-90.7% | $5,651-86.5% |