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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 | $32,207 | $51,222-37.1% | $70,544-54.3% | $75,173-57.2% |
| Participation rate | 57.1% | 61.0%-3.8pp | 68.4%-11.2pp | 67.2%-10.1pp |
| Annual return | 12.60% | 30.06%-17.5pp | 32.79%-20.2pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,174 | $2,850-23.7% | $4,568-52.4% | $4,126-47.3% |
| Admin fee / account holder | $718 | $4,096-82.5% | $6,427-88.8% | $5,651-87.3% |