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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 | $29,591 | $117,846-74.9% | $102,434-71.1% | $145,884-79.7% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 0.13% | 31.90%-31.8pp | 29.46%-29.3pp | 551.85%-551.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,031 | $5,733+5.2% | $5,055+19.3% | $6,690-9.8% |
| Admin fee / account holder | $4,312 | $13,356-67.7% | $9,462-54.4% | $13,392-67.8% |