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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 | $61,443 | $143,969-57.3% | $199,883-69.3% | $82,637-25.6% |
| Participation rate | 51.6% | 84.1%-32.6pp | 86.8%-35.2pp | 68.1%-16.5pp |
| Annual return | 10.31% | 25.67%-15.4pp | 43.81%-33.5pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,522 | $6,937-49.2% | $9,138-61.5% | $4,126-14.6% |
| Admin fee / account holder | $1,026 | $14,597-93.0% | $17,268-94.1% | $7,339-86.0% |