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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 | $41,167 | $76,642-46.3% | $146,866-72.0% | $65,306-37.0% |
| Participation rate | 15.8% | 61.2%-45.5pp | 82.5%-66.7pp | 57.7%-41.9pp |
| Annual return | 11.78% | 33.40%-21.6pp | 102.85%-91.1pp | 21.94%-10.2pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,704 | $4,864-65.0% | $7,759-78.0% | $2,959-42.4% |
| Admin fee / account holder | $4,400 | $3,960+11.1% | $13,620-67.7% | $3,480+26.4% |