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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 | $57,073-53.7% | $85,126-68.9% | $80,925-67.3% |
| Participation rate | 37.1% | 56.4%-19.3pp | 67.5%-30.4pp | 67.7%-30.5pp |
| Annual return | 5.71% | 21.69%-16.0pp | 66.63%-60.9pp | 35.65%-29.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,788 | $3,113-42.6% | $4,523-60.5% | $4,299-58.4% |
| Admin fee / account holder | $3,122 | $4,988-37.4% | $6,160-49.3% | $6,940-55.0% |