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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 | $26,453 | $57,140-53.7% | $85,240-69.0% | $80,959-67.3% |
| Participation rate | 37.1% | 56.4%-19.3pp | 67.5%-30.4pp | 67.7%-30.5pp |
| Annual return | 5.71% | 21.71%-16.0pp | 66.75%-61.0pp | 35.67%-30.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,788 | $3,115-42.6% | $4,527-60.5% | $4,300-58.4% |
| Admin fee / account holder | $3,122 | $4,992-37.5% | $6,165-49.4% | $6,925-54.9% |