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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 | $37,118 | $86,949-57.3% | $102,460-63.8% | $80,959-54.2% |
| Participation rate | 37.0% | 72.4%-35.3pp | 76.5%-39.5pp | 67.7%-30.6pp |
| Annual return | 10.22% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,330 | $4,121-19.2% | $5,056-34.1% | $4,300-22.6% |
| Admin fee / account holder | $2,059 | $8,048-74.4% | $9,460-78.2% | $6,925-70.3% |