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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 | $39,044 | $110,240-64.6% | $96,544-59.6% | $139,487-72.0% |
| Participation rate | 46.2% | 78.1%-32.0pp | 76.0%-29.8pp | 80.3%-34.2pp |
| Annual return | 7.19% | 26.41%-19.2pp | 25.88%-18.7pp | 373.84%-366.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,172 | $5,549-42.8% | $4,851-34.6% | $6,713-52.7% |
| Admin fee / account holder | $3,894 | $11,602-66.4% | $8,254-52.8% | $11,407-65.9% |