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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 | $46,340 | $86,288-46.3% | $111,306-58.4% | $85,851-46.0% |
| Participation rate | 30.8% | 73.3%-42.6pp | 77.3%-46.6pp | 69.3%-38.6pp |
| Annual return | 9.08% | 19.99%-10.9pp | 54.67%-45.6pp | 318.63%-309.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,568 | $3,641-29.5% | $4,488-42.8% | $3,952-35.0% |
| Admin fee / account holder | $7,709 | $8,189-5.9% | $7,966-3.2% | $6,261+23.1% |