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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 | $40,900 | $73,988-44.7% | $96,538-57.6% | $75,177-45.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 11.84% | 26.73%-14.9pp | 35.74%-23.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,593 | $3,660-56.5% | $4,880-67.4% | $4,126-61.4% |
| Admin fee / account holder | $478 | $5,220-90.8% | $6,737-92.9% | $5,651-91.5% |