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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 | $38,091 | $53,128-28.3% | $86,582-56.0% | $70,126-45.7% |
| Participation rate | 32.1% | 65.3%-33.2pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 7.63% | 27.66%-20.0pp | 965.08%-957.5pp | 73.15%-65.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,454 | $2,695-46.0% | $3,609-59.7% | $3,332-56.4% |
| Admin fee / account holder | $3,536 | $3,584-1.3% | $4,904-27.9% | $4,645-23.9% |