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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 | $42,653 | $78,707-45.8% | $117,861-63.8% | $70,126-39.2% |
| Participation rate | 60.8% | 73.2%-12.4pp | 79.7%-18.9pp | 69.5%-8.7pp |
| Annual return | 12.22% | 23.30%-11.1pp | 335.11%-322.9pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,652 | $3,297-19.6% | $4,482-40.8% | $3,332-20.4% |
| Admin fee / account holder | $364 | $5,066-92.8% | $8,021-95.5% | $4,645-92.2% |