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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 | $40,291 | $78,707-48.8% | $117,861-65.8% | $70,126-42.5% |
| Participation rate | 57.7% | 73.2%-15.5pp | 79.7%-22.0pp | 69.5%-11.8pp |
| Annual return | 11.53% | 23.30%-11.8pp | 335.11%-323.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,145 | $3,297-4.6% | $4,482-29.8% | $3,332-5.6% |
| Admin fee / account holder | $377 | $5,066-92.6% | $8,021-95.3% | $4,645-91.9% |