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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 | $36,791 | $68,878-46.6% | $120,574-69.5% | $80,935-54.5% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 7.65% | 23.67%-16.0pp | 107.42%-99.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,418 | $3,189-55.5% | $4,996-71.6% | $4,299-67.0% |
| Admin fee / account holder | $1,641 | $5,782-71.6% | $9,445-82.6% | $6,924-76.3% |