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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 | $32,470 | $87,166-62.7% | $76,735-57.7% | $137,256-76.3% |
| Participation rate | 47.6% | 74.4%-26.7pp | 69.5%-21.9pp | 80.0%-32.3pp |
| Annual return | 9.95% | 26.50%-16.5pp | 29.77%-19.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,749 | $4,726-63.0% | $4,088-57.2% | $6,407-72.7% |
| Admin fee / account holder | $578 | $8,403-93.1% | $7,189-92.0% | $12,270-95.3% |