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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 | $87,423 | $117,895-25.8% | $102,460-14.7% | $145,897-40.1% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 6.39% | 31.92%-25.5pp | 29.47%-23.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,456 | $5,736-39.8% | $5,056-31.6% | $6,689-48.3% |
| Admin fee / account holder | $1,225 | $13,353-90.8% | $9,460-87.1% | $13,390-90.9% |