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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 | $39,688 | $88,672-55.2% | $105,223-62.3% | $82,448-51.9% |
| Participation rate | 24.1% | 67.9%-43.8pp | 75.0%-50.9pp | 68.1%-43.9pp |
| Annual return | 11.15% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,779 | $4,036-55.9% | $5,072-64.9% | $4,139-57.0% |
| Admin fee / account holder | $892 | $7,146-87.5% | $8,859-89.9% | $7,234-87.7% |