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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 | $29,912 | $85,024-64.8% | $70,544-57.6% | $139,466-78.6% |
| Participation rate | 42.9% | 73.9%-31.1pp | 68.4%-25.5pp | 80.3%-37.5pp |
| Annual return | 8.97% | 30.39%-21.4pp | 32.79%-23.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,092 | $5,891-47.5% | $4,568-32.3% | $6,712-53.9% |
| Admin fee / account holder | $2,171 | $8,928-75.7% | $6,427-66.2% | $11,409-81.0% |