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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 | $41,181 | $86,050-52.1% | $189,758-78.3% | $94,015-56.2% |
| Participation rate | 51.4% | 68.9%-17.5pp | 79.8%-28.4pp | 70.8%-19.5pp |
| Annual return | 9.56% | 17.77%-8.2pp | 52.62%-43.1pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,623 | $3,349+8.2% | $5,856-38.1% | $4,249-14.7% |
| Admin fee / account holder | $16,305 | $6,627+146.0% | $20,388-20.0% | $8,951+82.2% |