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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 | $35,457 | $78,707-55.0% | $117,861-69.9% | $70,126-49.4% |
| Participation rate | 21.7% | 73.2%-51.5pp | 79.7%-57.9pp | 69.5%-47.8pp |
| Annual return | 3.34% | 23.30%-20.0pp | 335.11%-331.8pp | 73.15%-69.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,157 | $3,297-34.6% | $4,482-51.9% | $3,332-35.3% |
| Admin fee / account holder | $9,995 | $5,066+97.3% | $8,021+24.6% | $4,645+115.2% |