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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 | $31,262 | $54,757-42.9% | $90,304-65.4% | $72,975-57.2% |
| Participation rate | 53.8% | 65.2%-11.3pp | 73.3%-19.4pp | 69.5%-15.6pp |
| Annual return | 15.51% | 30.63%-15.1pp | 78.13%-62.6pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,671 | $2,887-42.1% | $3,885-57.0% | $3,608-53.7% |
| Admin fee / account holder | $3,383 | $3,973-14.9% | $5,354-36.8% | $5,124-34.0% |