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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 | $88,996-63.5% | $78,004-58.4% | $138,895-76.6% |
| Participation rate | 47.6% | 74.4%-26.7pp | 69.4%-21.8pp | 79.9%-32.3pp |
| Annual return | 9.95% | 28.03%-18.1pp | 31.07%-21.1pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,749 | $4,724-63.0% | $4,092-57.2% | $6,396-72.7% |
| Admin fee / account holder | $578 | $8,807-93.4% | $7,578-92.4% | $12,562-95.4% |