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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 | $40,364 | $71,230-43.3% | $93,727-56.9% | $80,959-50.1% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-20.9pp | 67.7%-19.8pp |
| Annual return | 7.23% | 11.26%-4.0pp | 133.83%-126.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,244 | $4,037-69.2% | $4,417-71.8% | $4,300-71.1% |
| Admin fee / account holder | $517 | $6,961-92.6% | $8,292-93.8% | $6,925-92.5% |