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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 | $28,127 | $55,902-49.7% | $76,030-63.0% | $80,959-65.3% |
| Participation rate | 54.8% | 62.1%-7.3pp | 69.1%-14.3pp | 67.7%-12.9pp |
| Annual return | 9.04% | 20.59%-11.6pp | 361.54%-352.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,769 | $3,051-9.2% | $4,257-35.0% | $4,300-35.6% |
| Admin fee / account holder | $6,373 | $5,239+21.6% | $6,421-0.7% | $6,925-8.0% |