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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 | $61,048 | $77,901-21.6% | $149,717-59.2% | $75,181-18.8% |
| Participation rate | 37.1% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.1pp |
| Annual return | 1.25% | 31.73%-30.5pp | 134.41%-133.2pp | 160.69%-159.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,841 | $3,411+100.6% | $5,682+20.4% | $4,126+65.8% |
| Admin fee / account holder | $2,359 | $5,949-60.3% | $13,213-82.1% | $5,650-58.2% |